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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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

What a Difference a Year Makes!
Let’s jump in the DeLorean and rewind the clock 12 months. A year ago today, 2016 was well underway, and you were probably fueled with

Correlation, Causation and The Super Bowl
The Patriots beat my Steelers and will play the Atlanta Falcons in the Super Bowl next Sunday. The Pats are an AFC team, which means
One Penny or $1,000,000?
Would you rather have: $1,000,000orOne penny that doubles every day for a month? If you’re like 90% of the general public, you’d take the million
Spend Less with Just 45 Seconds A Day
How are your New Year’s resolutions going? Still going strong? Good for you! Was one of your resolutions was to “save more and spend less”?