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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Baby Prep Planning
Are you about to have a baby? Are you about to be a grandparent? If so, there are things you (or your kids) need to
Should I contribute to a Non-Deductible IRA?
You have until April 15 to make last year’s IRA contribution. But just because Uncle Sam says you can make an IRA contribution, doesn’t mean
Run for the Hills!
The markets FINALLY took a breather last Friday and Monday. That presents a teachable moment, so let’s also take a breather from our IRA Contributions
4 Tips to Achieve Your 2018 Goals
It’s week 2. Still going strong on your 2018 goals? Below are 4 tips to keep your momentum going when February rolls around and your
Goals for 2018
Hope everyone had a nice New Years. It’s January 4th, and the world is back to work. My 2018 planning is complete, so I thought
Reflections on 2017
The week of limbo between Christmas and New Year’s is a time of reflection. Think about what you accomplished in 2017. Also, what didn’t you
