The Plan Wisely Resource Library
The Plan Wisely Resource Library is full of articles, videos, podcasts, and guides designed to help you navigate complex financial issues and make wise decisions. Explore topics like retirement planning, investing, taxes, insurance, debt, and long-term planning—so you can focus on what matters most and move forward with confidence.
Podcast
Episode 60: Understanding the Dow Jones, S&P 500, and Nasdaq Composite
By Erik Garcia
“I was excited when I finally understood what the radio announcer was talking about this morning on my commute! All of those financial terms made perfect sense to me” In this episode of the Stuff…
Article
Covid-10 Stimulus Package
By Erik Garcia
There is lots of news of the day as 2020 is in the books. But most eyes have been following the latest $900 billion COVID-19 relief stimulus bill that the U.S. Senate and House of…
Topics Money 101
Article
The Business Owners Guide to the Paycheck Protection Program
By Erik Garcia
In response to the economic uncertainties surrounding the COVID crisis, Congress has acted by passing the CARES Act to help stabilize the economy and preserve the employment of millions of people. The government has been…
Topics Money 101
Article
What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?
By Erik Garcia
Are you curious about financial relief you may qualify for as an individual due to Coronavirus? This checklist covers the new emergency relief options for you to consider to help you navigate your options. This…
Topics Money 101
Article
Modern Day Scams To Avoid
By Erik Garcia
The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, however, are increasingly devious. They…
Topics Money 101
