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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International Women’s Day
If it wasn’t for my mom Financial Zen wouldn’t exist. She taught me to never give up and that I can achieve anything I set
The Market Needed A Break
To be clear, in no way am I trivializing the terrible things happening in the Ukraine right now. Our hearts go out to the Ukrainians
Check yo numbahs!
You know I like to keep it kaazh, but don’t mistake my unassuming tone for the importance of the message. I just think people listen
Avoid this common tax pitfall
I’ll keep this short to make sure the message is received. Double check the accuracy of the cost basis on your 1099 forms before handing
Things that make you go hmmm
With the markets in turmoil because of the Russian invasion of Ukraine, there seems to be an increased volume in gold ads. Certainty in uncertain
Tasks will expand to the time allowed
I used to spend the first 6 hours of my day on servicing – responding to communications, preparing for – and following up from -appointments,
