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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COVID-19 & Your Money: Tax Loss Harvesting
If the COVID-19 spread peaks this week, the markets could turn even lower. If that happens, make sure you’re tax loss harvesting. Here’s how.

COVID-19 & Your Money: Rebalancing
During a market downturn, rebalancing your portfolio will give you an edge when the market snaps back. It’s a systematic way to buy low and sell high.

COVID-19 & Your Money: Stay Invested
The market dropped 30% in the last 4 weeks. The worst thing you can do is to sell. Stay invested!
Should You Make a Non-Deductible IRA Contribution?
Should you make a non-deductible IRA contribution? A quick Google search will make you think you should. I vehemently disagree. Financial Complexity, that evil villain,
Don’t Mistake Chauffeur Knowledge for Planck Knowledge
With a successful career and a family comes Financial Complexity, an evil villain lurking in the shadows. Financial Complexity loves it when you mistake chauffer
Be Cautious of “Google Knowledge”
With a successful career and a family comes Financial Complexity, an evil villain lurking in the shadows. Financial Complexity loves it when you mistake Google knowledge for