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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What to do with your old 401k when you get a new job
You nailed the interview, negotiated a nice, fat salary and completed the HR paperwork. Congratulations on the new gig! Good on you. But in all the
Print This and Put It on Your Fridge….No, Seriously
Courtesy of Financial-Planning.com. Couldn’t have said it better myself.

Only Two Ways to Invest
Picture a little boy running around a cruise ship. Little Johnny runs up the slide, then down the slide. Dives into the pool, then runs

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