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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Money Is Like Soap…
…the more you handle it, the less you have. The unspoken secret to long-term investment success is…ironically…to do nothing. Buy…and then hold. Wall St. doesn’t
Who’s Your “Guy” – A Broker? An Insurance Agent? Or a Financial Planner?
We are all called Financial Advisors… for now. The SEC is proposing restrictions on the use of “Financial Advisor” for brokers and insurance agents. Why
Who’s Your “Guy” – A Broker? An Insurance Agent? Or a Financial Planner?
We are all called Financial Advisors… for now. The SEC is proposing restrictions on the use of “Financial Advisor” for brokers and insurance agents. Why

The Wisdom of Rip Van Winkle
Did you know… on average, since 1900 there has been a market correction of 10% annually? Yes, ANNUALLY. Every year the market is down 10%

Own the Racetrack
Last week, the investment quilt taught us that chasing returns is a great way to slice your long-term return in half. Buying and selling based
Pull One Over on Uncle Sam
Isn’t it fun legally pulling one over on Uncle Sam? It’s one of life’s greatest pleasures. But he makes paying taxes so #%$@& complicated that you’re probably