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 (104)
- Insurance (33)
- Investing (228)
- Money Mindset (176)
- Mortgage & Debt (19)
- Most Popular (7)
- Real Talk (165)
- Retirement (67)
- Self-Development (154)
- Spending | Saving (79)
- Taxes (57)
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
Who are you to be brilliant, gorgeous, talented, fabulous?
Here’s a little Sunday inspiration to get your week off to a good start. This is another classic from Steven Pressfield: Fear of Success I’ve

Speculating vs. Investing
If you are saving 20% of your income and investing it in a boring, long-term, buy-and-hold portfolio that’s well diversified with a professional-level asset allocation
Know Who You’re Working With
Insurance and investment salespeople’s business cards read “Financial Advisor”. It’s the financial industry’s most deceptive sleight-of-hand. You can thank Wall Street lobbyists and the regulators