Up 15% this year! Run for the hills!
Below is a flashback to our FZ Daily from mid-year 2022. You might remember that 2022 sucked for the markets. Inflation hit 8%, and by
June 3, 2026
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!
Below is a flashback to our FZ Daily from mid-year 2022. You might remember that 2022 sucked for the markets. Inflation hit 8%, and by
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
“I’ve got all the money I need,” my buddy Mike told me this past Saturday. “I methodically saved and invested for years, and I don’t
These are the top 3 things I see from the most financially healthy families. They not only look good on paper, but they feel good
“It’s Only” expenses are the silent killers of your finances. They sneak into your wallet because, in the moment, the rationalization is just so incredibly
This is what happens when you enroll in your Employee Stock Purchase Plan (ESPP) and max it out: You Pay $21,250 (money gets deducted from
We recently got to celebrate 10 years of Financial Zen surrounded by the best! Our team feels so lucky to work with amazing people on
Maxing out your 401(k) in the beginning of the year might not be the best strategy… Let’s say you to front-load your 401(k) contributions and
If you have been tuning into the news lately, you might think the sky is falling. The talking heads are doing what they do best:
The average age of the people we work with is 39. When we run through the initial plan projections of how people will turn out,