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 Bottom Line on Estate Taxes
The #1 misunderstanding people have about getting an inheritance is that they’ll pay taxes on it. You won’t. Nobody will…kinda. The estate MAY pay taxes
You can build your lifestyle or your wealth. Not both.
…at least not yet. You have a choice: – You can create lifestyle – You can create wealth For now, these two things are mutually
The Secret to My Overnight Success
Someday Financial Zen will blow up. I mean that in a good way. When it happens, I hope people talk about our overnight success. And
Happy Thanksgiving!
MMM… Thanksgiving… Turkey…mmm…stuffing…mmm…mashed potatoes…mmm…football…mmm…afternoon naps…mmm. It may happen once a year for us, but the Pilgrims did Thanksgiving all the time. (Imagine that! Anyone for
The Real Benefit of Hiring An Expert
Nicole and I are freshly back from two weeks in Italy. One of the many adventures we had was a few days in the Piedmont
Should I Max Out My 401k and HSA?
High-income W2 employees pay more taxes than anyone else in the country. Business owners, self-employed and lower-income households have LOTS of tax breaks to take