Financial Zen Fees vs. Old School Financial Advisors
7 years ago, an FZ Member asked “So what do you think about Betterment?” “I LOVE the robo-advisors! They give average investors the ability to
May 2, 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!
7 years ago, an FZ Member asked “So what do you think about Betterment?” “I LOVE the robo-advisors! They give average investors the ability to
Financial Zen turns 8 years old today! They say that every 7-8 years, we go through a major life change, evolving into a new identity
If you’re reading this, you’re likely financially adulting which includes having your estate plan in place. Good on you! ….but, when was the last time
Yours truly was quoted in the Chronicle over the weekend – Does your 3% mortgage make you ‘richer’ in California — and should you pay it
“What’s the kindest thing anyone’s ever done for you?” I got that during Q&A interviewing a candidate for our Associate Financial Planner. I had never
I know ChatGPT can help me move faster, but I’ve used it to lackluster success. It was fine, but didn’t move the needle much. Then
728 resumes, 24 intro interviews, 5 2nd round interviews, 1 case study 2 reference checks and most importantly… …1 signed offer letter. She is an
It was voluntary. It wasn’t a surprise. I knew exactly what I was getting into. …and I regret nothing. I heard my calling 18 months
As I write this, our new cleaning lady is vacuuming our apartment. She’s been here for two hours and probably has an hour left. At
Yesterday I thought I hit the wall. Today, I realize it was Resistance – with a capital R. Resistance is always strongest near the finish
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