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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#EarnedIt Friday – Always departing. Never arriving.
Financial Zen’s 8th birthday was this week. We’ve come so far and have soooo far to go. Always departing. Never arriving. That can mean either
Financial Zen Fees vs. Old School Financial Advisors
7 years ago, an FZ Member asked “So what do you think about Betterment?” “I LOVE the robo-advisors! They give average investors the ability to
Financial Zen turns 8 years old today! They say that every 7-8 years, we go through a major life change, evolving into a new identity
How Dusty Is Your Estate Plan?
If you’re reading this, you’re likely financially adulting which includes having your estate plan in place. Good on you! ….but, when was the last time
As Seen in The SF Chronicle
Yours truly was quoted in the Chronicle over the weekend – Does your 3% mortgage make you ‘richer’ in California — and should you pay it
The Kindest Thing Anyone’s Ever Done For Me
“What’s the kindest thing anyone’s ever done for you?” I got that during Q&A interviewing a candidate for our Associate Financial Planner. I had never
