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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My Top 3 Lessons Owning A Business
I’ve learned a lot over the last 15 years of running my own financial planning business. Here are the top 3 lessons I’ve learned so
How The Fed Rate Hike Will Affect You
Uncle Jerome raised rates another 0.25% yesterday. It might have been the most anticipated rate announcement in history. The “will he / won’t he?” narrative
How To Lower Your Taxes Next Year
Personal tax returns are starting to get completed and some of our Financial Zen Members will owe a pretty penny. (I know it’s too soon,
Leverage As A Smart Money Mindset
Last night, I gave up $100 worth of my time to save $10. In other words, I paid a $90 dumb tax. Here’s how… I
My 2023 Market Prediction
The last 14 months have been rough, so pat yourself on the back for making it this far. Since January 1, 2022, the S&P 500
How FDIC Insurance Works
I’ve received more than a few concerned emails & DM’s over the last week all related to the SVB failure. So here’s a layman’s breakdown
