Wandering through the Now What? Desert
“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
May 27, 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!
“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
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
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
All Mike and Mary could dream about was achieving Financial Zen. They didn’t hate their jobs. They weren’t miserable. But they absolutely did not want
Most of us are W-2 employees at our day jobs. But in our financial lives? We are the CEOs of You, Inc. The problem is,
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
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
Monday mornings. Deadlines. Working for someone else’s goals. The easy part is knowing what you DON’T want to fill your bucket with. The hard part
There is an extremely high likelihood that you’ve done – or ARE DOING – one of these three things. #3: NOT PAYING ATTENTION I look