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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A Rant About Wells Fargo
Want an inside look at what happens behind closed doors at big Wall St. firms? Then read on! Over my years at Wells Fargo, I saw a
As Human Beings, We’re Wired To Be Spenders
Ever upgraded your seat on flight? Ever bought a $10 salad for lunch? Ever get Starbucks instead of drinking your office coffee? How about paying a $4
Your Savings Rate Will Determine Your Financial Success
Harry decided it was finally time to lose the extra 10 lbs he’d been carrying around since his kids were born. So he went to his
A Man and his Dog
It’s another beautiful Sunday afternoon in San Francisco. So you take a good book to the park to enjoy the sunshine. You glance up from
The Financial Zen Group has officially launched!
I’m extremely proud to present The Financial Zen Group to all my clients, friends, and family. It’s a journey that started 11 years ago. It’s
