The new financial threat to your California retirement — and how to handle it
Yours truly was quoted in the San Francisco Chronicle again last week- The new financial threat to your California retirement — and how to handle it
July 9, 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!
Yours truly was quoted in the San Francisco Chronicle again last week- The new financial threat to your California retirement — and how to handle it
As seen on moneygeek.com – Life Insurance As An Investment Experts’ Insights on Using Life Insurance as an Investment Rick Valenzi, CFP Founder and Certified
Two weeks ago I discovered Spotify now has 250,000 audiobooks included with a premium subscription. Podcasts are like reading a magazine. You can only go
I’ve looked under the hood of hundreds (maybe thousands?) of 401k’s. So I bet I already know how your 401k is invested. Here’s how to
Yours truly was quoted in the Chronicle over the weekend – Does your 3% mortgage make you ‘richer’ in California — and should you pay it
The Dow dropped 400 points today. The S&P is down 3% so far this quarter. And we’re probably headed into some extended turbulence. So should
The first step in achieving Financial Zen is getting your house in order. Part of that is just getting your money in the right places,
The S&P 500 is up 42% over 18 months. If we see a downturn soon it won’t surprise me. So what am I doing about
ER visit + emergency surgery + 2 night hospital stay = $$$$$$$ I eat my own cooking. So when I recommend signing up for a
To start, this is NOT an investment recommendation. With the release of the first-ever bitcoin ETFs yesterday, it’s worth reviewing the 4 rules of Funny
CONTACT
VISIT
