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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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
Why you need an investment strategy
Buy low and sell high. Everyone knows that one. But most people buy high and sell low. And that’s why you need an investment strategy.
How an estate plan protects your kids
Most people think an estate plan is for rich, old people. But the truth is if you have a young family, you need an estate
How Disability Insurance Protects Your Family
Protecting your family from financial catastrophe is one of your most important jobs as a parent. And long-term disability insurance is a critical part of
