You’re Having a Baby! Now What?
That’s so exciting! Congrats! You’ll soon be responsible for another human being! Woah. That’s a heavy responsibility. So now what? Now you get your $%&#
September 13, 2018
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!
That’s so exciting! Congrats! You’ll soon be responsible for another human being! Woah. That’s a heavy responsibility. So now what? Now you get your $%&#
This week marks my 10-year anniversary. On August 25th, 2008, I rolled into the office of Wachovia Securities for the first day of my new
We are all called Financial Advisors… for now. The SEC is proposing restrictions on the use of “Financial Advisor” for brokers and insurance agents. Why
We are all called Financial Advisors… for now. The SEC is proposing restrictions on the use of “Financial Advisor” for brokers and insurance agents. Why
There once was a man who had a squeaky hardwood floor. For months and months he tried to fix it. But for the life of
Caveat Emptor. Buyer beware. If someone’s job title contains the word “Advisor,” you would think they’d be required to give you good advice. Or at
6 hours of my “reading time” every week is dedicated to honing my craft- staying on top of industry trends… researching new financial planning strategies…
It’s week 2. Still going strong on your 2018 goals? Below are 4 tips to keep your momentum going when February rolls around and your
Hope everyone had a nice New Years. It’s January 4th, and the world is back to work. My 2018 planning is complete, so I thought
The week of limbo between Christmas and New Year’s is a time of reflection. Think about what you accomplished in 2017. Also, what didn’t you
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