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…

…and so many more. Check out Financial Zen Daily today for a smarter tomorrow!

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Investing

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

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Investing

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

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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

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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…

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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,

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