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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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,
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
