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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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
Where was the marching band?
9 years ago, we were in the middle of the worst market downturn since 1931. We had no idea when the pain would stop. All
Inspiration from Warren Buffett
Think of the most famous investor you know. I’d bet my financial planning practice you thought of Warren Buffett. And with good reason. He’s universally touted
When Negative Returns Matter
True or False: in retirement, you invest the same way you did before retirement, but with less risk. (Don’t you love my pop quizzes?) The
How Should I Invest for Retirement?
Disclaimer: like all our blog posts, the following is for informational purposes only. It is not intended to be actionable financial or investment advice. To
Negative Returns – Better Now or Later?
Most of my clients (when they first come to me), think: “If my portfolio is down when I first start investing then I’ll have to
