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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URGENT: The New Tax Law – 3 Things to Do Before December 31st
The Financial Zen Education newsletter is being sent a day early because the new tax legislation will likely be signed into law on Friday. There
4 Steps to Avoid the Holiday Spending Hangover
It’s official – the holidays are upon us. We’ve got a lot to look forward to over the next few weeks – holiday parties, eggnog,
Portfolio Magic
After reading this, you will know more about investing than every caller that’s ever called into Jim Cramer’s show. What we’ve learned so far…. Over
Thanksgiving Gratitude
Thanksgiving may be the time we verbalize our gratitude, but my gratitude for you is something I reflect on every day. Part of my morning
Rick Valenzi, CFP
The year was 2005 and the light bulb had gone off – I was pretty, kinda, almost positive that my destiny laid in financial planning.
What Should You Expect?
9.8%. That’s the average annual return of the S&P 500 over the last 90 years. Is that the return you should expect to get in
