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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Temporary Low-Income Year? Consider tax GAIN harvesting
If 2021 was a low-income year, you might want to consider some last minute moves. Let’s say you started a business in 2021 and all
Delete. Delegate. Do. Defer.
Imagine waking up Saturday after next on January 1st. Maybe you’re refreshed or maybe you had a little too much champagne the night before. But
If it’s not hell yeah, then it needs to be hell no
As you reflect on your accomplishments this year and set goals for next year, keep the following advice in mind from Derek Sivers… (Please excuse
Give the gift of Financial Zen
“Attempting to win the game of finance by trial and error is about the stupidest way to learn anything. If I wanted to call you
Friday Fun, The Feds & Inflation
The Feds met on Wednesday and Charmain Powell signaled that they will likely raise rates 3 times next year. But what does that actually mean?
Senate Finance BBB changes – Lose Some / Lose Some…Maybe
The Senate Finance Committee floated changes this week to the House’s Build Back Better plan for review in the Senate. It’s hard to say how