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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How to get (at least) $3,750 free money from your ESPP
The Employee Stock Purchase Program (or ESPP) is a standard issue for most publicly traded companies, but especially big tech companies. Some even have more
What’s Your North Star?
Regardless of what you call them – principles, philosophies, core values – my best decisions are made by following a North Star. Living by a
Alexander Graham Bell and Thomas Edison were 100% wrong
As you may know, Alexander Graham Bell invented the telephone and Thomas Edison invented the phonograph (aka the record player). But did you know their
It’s My Financial Planiversary!
14 years ago, on August 25, 2008, I officially became a financial planner. Here are the top 3 things I’ve learned so far. 1. There’s
Student Loan Forgiveness Details
As you’ve probably seen by now, the White House announced the details of its student loan forgiveness program. If you make less than $125k as
The insurance you need the most is probably the one you don’t have
1 in 100 (1%) is the probability you’ll “need” your home insurance. 1 in 50 (2%) is the probability you’ll “need” your term life insurance.