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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The Investment Quilt
Colors! Pretty!!! Each colored square is an ingredient in your investment stew. If you’re a client of The Financial Zen Group, most of these ingredients
We Make It Look Easy
There once was a man who had a squeaky hardwood floor. For months and months he tried to fix it. But for the life of

Run for the Hills…Again!
Editor’s Note (doesn’t that sound fancy?): The universe really wanted to drive this lesson home. As if on cue, between writing this last week and publishing
Buyer Beware
Caveat Emptor. Buyer beware. If someone’s job title contains the word “Advisor,” you would think they’d be required to give you good advice. Or at
Consider The Source
6 hours of my “reading time” every week is dedicated to honing my craft- staying on top of industry trends… researching new financial planning strategies…
Look Out for IRS Tax Scams
Repeat after me: “The IRS”… “Does NOT”… “Contact people”… “By email, text message or social media.” If you ever hear from the IRS by email,