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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…

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As seen on Moneygeek…

Experts’ Insight on Life Insurance Payouts Rick Valenzi, CFP Founder and Certified Financial Planner at Financial Zenback to all experts What factors can significantly affect

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Imitate before you iterate

Before I do the “Rick” version of anything, I first copy play-by-play someone who’s done it (VERY) successfully before me. Ideally, it’s someone who has

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As seen on Moneygeek…

Expert Insight on $500,000 Life Insurance Policies Rick Valenzi, CFP Founder and Certified Financial Planner at Financial Zenback to all experts Can you explain how

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