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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How to Protect Your Family with Life Insurance
Protecting your family is more important than providing for them. You have to buckle their seat belt before you drive them to Disneyland. Unfortunately, protecting

Health Savings Accounts – The Only (Legal) Way to Avoid Taxes
Do you hate paying taxes? Me too. That’s why I use a Health Savings Account – the only (legal) way to avoid taxes. So how

What is Financial Complexity?
Financial complexity can sabotage your ability to protect and provide for your family. But what exactly is Financial Complexity? And how do you know if

Do You Need Umbrella Liability Insurance?
Insurance is like a seatbelt. Hopefully, you’ll never need it, but if you do it could save your financial life. Umbrella liability insurance is the

We Hired a Rock Star
We want to help every young family in America conquer financial complexity. As word spread, we grew. But as we grew, we reached our capacity.

Is Your Financial Advisor a Fiduciary?
Only 17% of financial advisors are legally required to put your interests above their own.* (In finance-ese, that’s called a fiduciary.) Is your financial advisor