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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The Order Of Operations To Get Your Financial House In Order
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk
The Market Loves Certainty
The Fed raised rates another 0.50% just like everyone expected and then Jerome Powell said the same thing he’s been saying for 6 months. What
If Financial Zen Was A Doctor
My doctor is a next-generation MD. He doesn’t JUST set my mind at ease when WebMD convinces me I have cancer. His service looks out
Make Sure Your Federal Tax Withholding Is Correct
We’re in the depths of presenting our Year-End Tax Analyses to our Financial Zen Members. There is one common error we keep finding this year
Success Leaves Clues
Last year, I spent an uncomfortable $30,000 on a coaching program. Sure, part of it was for the knowledge and accountability and help in executing.
Don’t Get An ‘A’ In A Pass/Fail Course
If I get a 90% in a pass/fail course, I pass the course, but I fail the assignment. It’s hard not to overachieve when you’re
