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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Rationalizing Like a Guilty Child
Mike’s a good guy. He likes helping people. He’s been a financial advisor for over 25 years. Mike’s also an old coworker from Wells Fargo.
Should I Max Out My 401k?
If you give me $13,500, I’ll give you $22,500 in return. Do I have your attention? What if I offered you this deal every year
One Year Anniversary!
One year ago this week, The Financial Zen Group opened for business. Every morning I pinch myself because I can’t believe it’s real. I am living
Who’s Selling to You?
When you buy a stock, who are you buying it from? I don’t mean the company that executes your transaction (Schwab, E*Trade, Fidelity). What I

Can you name a famous investor?
Name a famous investor. Got one? Think about that for a second. Why would you – presumably someone who doesn’t work in finance – know any

Oh SNAP! (Another Tragic IPO Story)
“Please tell me you put my entire portfolio in SNAP this morning. — Anonymous Client 3/2/2017 On March 2, Snapchat IPO’d. In its first day