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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My 10 Year Anniversary
This week marks my 10-year anniversary. On August 25th, 2008, I rolled into the office of Wachovia Securities for the first day of my new
Pulling One Over on Uncle Sam, Part Deux
Last week after visiting Financial Zenutopia, we sold the apples at a loss (wahh!), and left the paper gains in the oranges alone and didn’t
How Can I Save More for Retirement?
We are all just children staring at marshmallows. “Psychologist Walter Mischel… described the interaction between emotion and cognition in the famous marshmallow experiments of the
The Only Three Times You Should Sell
Assuming you’re already invested in a well-diversified portfolio of low-cost index funds, the only 3 times you should sell…EVER…is: 1. Your financial goals change2. Your risk tolerance
Do You Have Enough Life Insurance?
Unless your kids are out of the house, then no. Probably not. PLEASE NOTE: We do not sell life insurance. So what I’m about
Is Your Home a Good Investment?
How do you know if your house is a good investment? We’re talking about your primary residence. Where you watch your kids grow up. Where
