FSA vs. HSA – What’s the difference?
It’s open enrollment season. Woohoo! Time to pick through the alphabet soup of employee benefits. (Why must everything get abbreviated?) One of the more common
October 29, 2024
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!
It’s open enrollment season. Woohoo! Time to pick through the alphabet soup of employee benefits. (Why must everything get abbreviated?) One of the more common
High-income W2 employees (aka YOU) pay more taxes per dollar of income than anyone else in the country. You have almost no tax breaks available
Employee benefits open enrollment is as complicated as Game of Thrones and as exciting as The Gilded Age. Not a great combo. So before you
Every year you get a basket that can hold 104 apples and your employer generously makes a deal with you. For every 4 apples you
If you work for a start up, it’s likely part of your compensation is incentive stock options (ISO’s). And if you have unexercised ISO’s the
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
If your company offers supplement long-term disability insurance, then take them up on it. You probably already get some for free. If they offer additional
Open enrollment is upon us. For most people, it starts within the next couple of weeks. If you have kids under the age of 13,
Every year around this time companies all across the land are like, “Here, please take this free money.” And every year countless employees accidentally reply,
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
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