My Favorite Christmas Present
The best Christmas present I get every year is not fancy. It’s not something I put on my Christmas list. It’s made of paper. It
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!
The best Christmas present I get every year is not fancy. It’s not something I put on my Christmas list. It’s made of paper. It
Shh! Don’t tell anyone what I’m about to tell you. It’s a long-kept secret among the financial fraternity and they’d kill me for telling you.
Giving thanks is deliberate. You can’t be thankful by accident. You have to make it happen. Giving thanks is hard. Negativity and half-emptiness is easy.
75% of people who fly through a windshield die. The chances of being in an accident like that are small. But the consequences are so
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