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.
Article
What is Dollar Cost Averaging and why it matters for your investments
By Erik Garcia
If you haven’t started investing towards a long-term goal because you’re worried about short-term market volatility, consider using a popular investment strategy called dollar cost averaging. Dollar cost averaging takes some of the guesswork out…
Article
How To Thrive As A Family During The COVID Crisis with Dr. Roy Salgado
By Erik Garcia
In this episode I am joined by Dr. Roy Salgado. Dr. Roy drops some serious wisdom on how to thrive as a family during this COVID crisis. As parents, we are charged with leading our…
Topics Video
Article
Staying Fit During Quarantine With Jodi Jordan
By Erik Garcia
Listen in on my conversation with my friend and gym owner Jodi Lynn Jordan of CrossFit Algiers. She discusses staying fit while in quarantine. Fitness can lead to better emotional health. It can help you…
Topics Video
Article
The #1 Factor That Will Determine How Much Money You Will Have In The Future
By Erik Garcia
Topics Video
