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!
Our Latest Posts
To receive Financial Zen Daily directly to your inbox, sign up below!
Search by Category
- College Planning (10)
- Employee Benefits (23)
- Estate Planning (14)
- Financial Zen (105)
- Insurance (33)
- Investing (229)
- Money Mindset (176)
- Mortgage & Debt (19)
- Most Popular (7)
- Real Talk (166)
- Retirement (67)
- Self-Development (154)
- Spending | Saving (79)
- Taxes (57)
DIY Investors Underperformed by 1.7%
-1.7% That’s how much DIY investors UNDERperformed over the last 10 years, according to Morningstar. Morningstar measured the returns of the actual investors vs. the
Why Hire A Financial Advisor?
It was a crisp December night in New York City. A fresh layer of snow was turning to slush and Christmas was in the air.
Why you probably shouldn’t frontload your 401k
Every year you get a basket that can hold 104 apples and your employer generously makes a deal with you. For every 4 apples you
After running a 13-rep sales team, I figured managing only TWO Financial Zen employees would be easy. WRONG! It wasn’t their fault. Now I realize
Some Things DIY Investors CAN’T Do
Every day, I’m barraged with cold emails/calls/DMs from various vendors. Most are of the “Can you handle 10 new clients a month, Rick?” garbage variety.
Choosing between a 401k and life insurance
MoneyGeek recently contacted me for my “Expert Advice About Choosing Between 401(k) and Life Insurance”. Aside from my gems of wisdom, it’s a good article
