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!
Our Latest Posts
To receive Financial Zen Daily directly to your inbox, sign up below!
Search by Category
- College Planning (10)
- Employee Benefits (23)
- Estate Planning (14)
- Financial Zen (104)
- Insurance (33)
- Investing (228)
- Money Mindset (176)
- Mortgage & Debt (19)
- Most Popular (7)
- Real Talk (165)
- Retirement (67)
- Self-Development (154)
- Spending | Saving (79)
- Taxes (57)
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
Lifestyle Creep and His Lousy Wife
You know “Lifestyle Creep?” He pretends he’s your friend, but he’s not. And his wife’s no better. They move into your basement and convince you
(Really) Last-Minute Tax Deductions
Want to save a few more bucks on your 2018 taxes? There’s still a few things you can do to reduce your upcoming tax bill:
Do You Need an Estate Plan?
I don’t know. Do you have a kid? If so, then you absolutely need an estate plan. Why? If you and your spouse get hit
