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!
You have your estate plan completed because you’re a financially-adulting adult. Congratulations. But it’s not quite “set it and forget it.” We recommend reaching out
Yes. A will is kinda like a suggestion to the probate court for what to do with your money. Ultimately, the court will decide whether to follow
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
Most people think an estate plan is for rich, old people. But the truth is if you have a young family, you need an estate
A lot of Financial Zen members are currently going through the estate planning process with us and our favorite Bay Area estate attorney – Jennifer Jaynes.
I don’t know. Do you have a kid? If so, then you absolutely need an estate plan. Why? If you and your spouse get hit