Should you sign up for a dependent care FSA?
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,
October 18, 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!
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
First of all, it was great seeing everyone at Financial Zen Live! last night! It was the start of big things to come. Since it’s