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, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
While you were busy wrapping presents last week, our federal government was…gasp…working! Be still my beating heart. They actually work from time to time. They
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk
There’s only one financial goal you have to hit the bullseye on. Everything else has buffers baked in… When you live off your passive income,
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
We see this mistake most often with new members who have older children and have already saved for college. The Problem If you overfund your
In state costs for a UC Berkeley education are currently $41,528 per year. That’s $160k to send Junior out to drink beer for 4 years.
She gulped. “Uhhh, say that again?” “$250,000” Chantal replied. “Just for undergrad?” Julie nervously verified. “Yes, that’s correct. You’ll need a quarter of a million dollars in 18 years to
You’ll need about $250,000 to send your bundle of joy to college in 18 years. But the sooner you start, the less you’ll have to
College ain’t cheap. You’ll need about $250,000 to send your bundle of joy to college in 18 years. But you’ve got a few choices on
Are you about to have a baby? Are you about to be a grandparent? If so, there are things you (or your kids) need to
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