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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Warren Buffet’s Very Unsexy Trillion Dollar Company
Warren Buffets turns 94 today and the market gave him an early birthday present on Wednesday… …a company worth one TRIIIILLLLIIIOOONNN dollars. This week Berkshire
Celebrating 16 years as a financial planner!
It’s my Financial Planiversary! 16 years ago today I became a financial planner. I’m in the messy middle of Phase 3. It’s a new chapter,
Your Stock Options Are Like An Apple Tree
“When should I exercise my company stock options?” The answer is simpler than you might think… DON’T BUY THE APPLE SEEDS. BUY THE TREE. Pretend
Meet Sophie, our Summer Intern!
She DM’d me on LinkedIn for an informational interview. Always happy to help potential future planners, I fit her into our very busy calendar…and boy
Financial Hole-in-Ones Don’t Last Long
“Dammit. A little thin.” I muttered to myself as I completed my swing on the 150-yard par 3. I lost it in the clouds, but
Fly Private If You Can!
For the record, I could care less how much money you spend or where you spend it. If you don’t mind coach, then save a
