Financial Zen daily
Raising Your Financial IQ Doesn't Have To Be Boring. Our Blog Makes It Quick, Easy & Fun!
So you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and – high achiever that you are – you want to learn all that you possibly can about smart money management. Then you’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
- Why you should NOT pay off your mortgage (Yes, you read that correctly.)
- The two best ways to save for your kids’ college education
- How to legally avoid taxes with a health savings account
- Why you should ALWAYS be invested no matter what
- How to dig up all the buried free money in your employee benefits
…and so many more. Check out Financial Zen Daily today for a smarter tomorrow!
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The headlines are scary. The markets are not.
If you have been tuning into the news lately, you might think the sky is falling. The talking heads are doing what they do best:
Owning Rental Properties… Is it Even Worth it?
A top goal we see from our families is the desire to own rental property. The rise of companies like Airbnb and seeing “I retired
Why Get a Trust? The Babysitter Analogy
Imagine a scenario where you and your spouse are going out for dinner and you hire a babysitter The Grantor (You, the Parents): You are
Are You Making This Mistake with Your Old 401(k)?
About 1 in 5 U.S. workers have left behind or forgotten 401(k)s, according to a study by Capitalize. https://lnkd.in/gjS8zbtN People are job-hopping at record numbers,
The Best Time to Start Planning was Yesterday. The Next Best Time is Now.
It hurts when I talk to millennials who feel like they don’t have enough going on to hire a financial advisor, but I feel like
A Financial Battle Between You and Your Future Self
The average age of the people we work with is 39. When we run through the initial plan projections of how people will turn out,