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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We’re crushing the average industry retention rate – 97% vs. 81%. Here’s how…
Did you know that since June 2022, Financial Zen boasts a 97% client retention rate? Did you also know that the industry average over that
Beware TikTok Financial Advice!
Always, always follow the money. – Mutual fund companies want to sell you their funds.– Brokerage firms want you to hold your accounts with them.–
The Relativity Mirage: Why ALL your expenses increase with big purchases
It’s most prominent when you get married, buy a house, have a kid, or do a major renovation. Each of those big life events requires
#didn’tearnit
I did not grind this week. I kinda phoned it in. I certainly didn’t #earnedit. And that’s okay. I always beat myself up a little
The #1 piece of feedback we get from new Members
When new Financial Zen Members graduate from our Foundation Program (our 6-month onboarding program), we always ask them what the best part of the experience
Why You Want To Review Your Beneficiaries Annually
Every year, we force… *ahem*… hold our Members accountable to reviewing their beneficiaries. Usually, this is accompanied by some minor whining because “we just checked