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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Roth IRA vs. Life Insurance
As seen on Moneygeek.com – Roth IRA vs. Life Insurance Expert Advice on Life Insurance vs. Roth IRA for Retirement Rick Valenzi, CFP Founder and
Life Insurance As An Investment
As seen on moneygeek.com – Life Insurance As An Investment Experts’ Insights on Using Life Insurance as an Investment Rick Valenzi, CFP Founder and Certified
Only Newbie Financial Planners Customize
When I got into this business, I had just finished my CFP education and was eager to apply all my new knowledge. I would present
Others’ Confusion Is A Good Indicator
Why would you cut your pay 75% to go into financial planning? Why don’t you just team up with a Senior Advisor? It’s been 2
How to contribute to your baby’s Roth IRA
It’s a popular one amongst financial influencers. Your CPA might have even recommended it. The basics are: if you own your own business, you can
What should we call ourselves?
The marketing world says your messaging is working if you’re attracting the right people and repelling the wrong people. We are. So it is. But…
