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 Much Will You Pay in Capital Gains Tax?
Quite a few Financial Zen members have sold their homes lately. And since Uncle Sam only writes tax code after a few whiskeys, it’s not
How Should I Invest for My Financial Goals?
Investing is like using your kitchen sink. The right water pressure depends on what you’re doing. Are you filling a bucket or an iron? Dripping
Happy Anniversary to Us!
We’ve been together for 3 years! Pop! Fizz! Clink! Sure we were together under Mother Wells’ watchful eye, but The Financial Zen Group is our
Happy Anniversary to Us!
We’ve been together for 3 years! Pop! Fizz! Clink! Sure we were together under Mother Wells’ watchful eye, but The Financial Zen Group is our
It Speaks for Itself – Behind the Scenes at a Big Brokerage Firm
At my former employer, a big brokerage firm, we would have mandatory sales meetings each month to discuss what products Mother Wells wanted us to push that
Should I Contribute to a Roth or Traditional 401k?
To Roth or not to Roth… that is the question. We get asked this all the time by our clients. And we always answer with
