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 (102)
- Insurance (33)
- Investing (227)
- Money Mindset (175)
- Mortgage & Debt (19)
- Most Popular (7)
- Real Talk (164)
- Retirement (67)
- Self-Development (154)
- Spending | Saving (79)
- Taxes (57)
Happy Birthday, America!
There will never be another America. The Declaration of Independence changed the game. We put opportunity on the map. And for all our problems, we
Financial Independence is not an inalienable right
Life, Liberty and the pursuit of Happiness. As Americans, we’re born with those unalienable rights. Financial independence is not one of them. We have the
I would have gotten fired
If I had a board of directors, they would have fired me in 2018. Until then we charged the industry standard, a 1% annual fee.
Don’t let your parents gift investments while they’re alive.
Your parents had the best intentions. Unfortunately, Uncle Sam could care less what they INTENDED. A common financial mistake is gifting investments (including rental property)
Only your money can lose weight and build muscle at the same time
It’s biologically impossible to lose weight and build muscle at the same time. Losing weight requires a caloric deficit. Building muscle requires a caloric surplus.
Life’s too short for daily micro-aggravations
I LOVE COFFEE! But my coffee routine is full of daily micro-aggravations. It involves making two pots, juggling 4 cups of hot coffee, and killing