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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Financial Literacy Test
Experts use these three questions to test financial literacy. Only 33% of adults choose the right answers to all three. Take the Financial Literacy Test
The best way to save for college
You’ll need about $250,000 to send your bundle of joy to college in 18 years. But the sooner you start, the less you’ll have to
Market Timing: What if you miss the best 10 days?
Market timing is tempting – get out before it tanks – get back in before it rebounds. But what if you don’t time it right?
Your Restricted Stock and an 83(b) Election
If your compensation includes restricted stock, there’s some financial magic you can perform to lower your future tax bill. It’s called an 83(b) election, but
How to develop your investment strategy
If you want to avoid buying high and selling low, you need an investment strategy. Thankfully, the best investment strategy is simple and anyone can
My 12 year anniversary!
Where were you August 25, 2008? 12 years ago today, I officially started my career as a financial planner. It’s a journey that would turn
