The Plan Wisely Resource Library

One of the most practical and popular questions I get is, “How much should I be saving every month?” People love a rule of thumb, so here it is:If you can, aim to save 15…

How much should you save? It seems like a simple enough question. In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, break down what you…

Don’t wait for your next “rainy day” moment to realize you need to save up for the unexpected. It’s only a matter of time you are faced with a financial emergency.

The Importance of A Rainy Day Fund For those of us in South Louisiana, we know all too well the inconvenience and disruption of our lives from hurricanes. These storms disrupt our finances as well….

Does your household need a Chief Financial Officer? Sarah Fallaw, President at DataPoints, shares her knowledge and expertise on saving money and being financially successful in this episode of the Building Us podcast, hosted by…

Why is saving money so difficult? In this episode of the Building Us podcast, co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT ask a handful of people about how difficult it is for…

Every year after Mardi Gras is Lent.  Fat Tuesday, then Ash Wednesday. For the Christian, lent is a time of fasting with the purpose of drawing nearer to God.   For me, lent is a…

I came across recently a story about the building of the Golden Gate Bridge.  When it was completed in 1937 it was the longest single span in the world.  Costing over $27 million dollars it stretched…

It was a September day in New Orleans when I got the call from my wife, “The AC is not cooling the house!”  It had to be totally replaced and it cost thousands.  Thankfully we had…