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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I’m not young enough to know it all
Ironically, a beginner’s mindset requires experience. Only amateurs think they have it all figured out. Professionals have earned the scars to know better.
Roth IRA vs. Life Insurance
As seen on Moneygeek.com – Roth IRA vs. Life Insurance Expert Advice on Life Insurance vs. Roth IRA for Retirement Rick Valenzi, CFP Founder and
Life Insurance As An Investment
As seen on moneygeek.com – Life Insurance As An Investment Experts’ Insights on Using Life Insurance as an Investment Rick Valenzi, CFP Founder and Certified
Only Newbie Financial Planners Customize
When I got into this business, I had just finished my CFP education and was eager to apply all my new knowledge. I would present
Others’ Confusion Is A Good Indicator
Why would you cut your pay 75% to go into financial planning? Why don’t you just team up with a Senior Advisor? It’s been 2
How to contribute to your baby’s Roth IRA
It’s a popular one amongst financial influencers. Your CPA might have even recommended it. The basics are: if you own your own business, you can