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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Saving More / Spending Less Greatest Hits
Congrats! After the last two weeks blogs, hopefully now you’re saving more and trying generic. This isn’t the first time I’ve written tips on saving more and spending
We’re Engaged!
My clients and I develop close, personal relationships. Helping people send their kids to college, buy their first home, and retire is a very intimate
An Easy Way to Save More Money
The blog request I receive most often is suggestions on saving money / spending less. That’s encouraging, since the most common financial ailment I see

Have You Done Your Homework?
I was prepared to finish this week’s blog on tips to save money (by far the most popular request). But then I came across a

America – Heck Yeah!
Having just celebrated Independence Day (hopefully with hotdogs and light beer and fireworks), I thought I’d write a patriotic post this week. It’s a quotation

Advice From The Most Interesting Man in the World
Peter Lynch (uber-famous investor of the Magellan fund) once said… Far more money has been lost by investors preparing for corrections or trying to anticipate