Get THIS, not THAT employee benefit
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
November 1, 2022
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!
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
Yes, you read that right. How is that possible? First a little background knowledge… When you turn 72, Uncle Sam requires you to withdraw money
“Wait, you want me to sell nearly all of my Amazon stock?” “Yes, that’s correct,” I replied. “Keep 10% for play money if you like,
Chant it with me! “HSA! HSA! HSA!” Here it is on a bumper sticker: The HSA Strategy Put pre-tax money in Pay out-of-pocket for current
…have you maxed out your 401k ($19.500) and HSA ($3600 single / $7200 family)? If not, think about bumping up your contribution rate as high
WARNING: This is an advanced financial planning strategy. Do not attempt this on your own. Please seek the assistance of a financial planner or tax advisor.
Did you know your 401k is like a magician’s hat? Imagine you get called up on stage and the magician pulls out his 401k magician’s