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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If Gold Is So Great, Why Are They Selling It Instead of Keeping It?
Amanda had a discovery call today with a prospect looking for an “advanced investment strategy. You know, one with alternative investments and hedge funds.” We’ve
My Singular Goal for Q3 2026
Wanna know a secret? I’m scared. No seriously. Last week our team did something a little different at our quarterly planning meeting. We still did
What starting out in the freefall of 2008 taught me
I’m super excited for our Fireside Chat tonight! As a planner, I couldn’t not do a little prep for it, and it turns out to
Never Bet Against America
Warren Buffett has been saying that for decades. And every decade, someone thinks he’s finally wrong. He never is. America turns 250 this weekend. And
One Country. One Goooaaaallll!!!!
340 million Americans will be cheering on our boys tonight. Whether they’re watching USA vs. Bosnia live or reading about it in the papers tomorrow,
PSA: We’re Halfway Through 2026. Do You Know Where Your Money Is?
(That’s one for my late 70’s / early 80’s babies. If ya know, ya know.) But seriously — if you don’t know what your money’s