Did you know you can contribute too much to your 401k?
Yes, you heard that right. It’s possible to save TOO much in your 401k. To be clear, that only becomes a concern after many, many
September 12, 2023
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!
Yes, you heard that right. It’s possible to save TOO much in your 401k. To be clear, that only becomes a concern after many, many
Every year you get a basket that can hold 104 apples and your employer generously makes a deal with you. For every 4 apples you
Your ex-spouse could inherit ALL of your money and there’s not a thing you can do about it. True story. A guy didn’t think to
Don’t mistake the finger for the moon. The goal of retiring by 50 isn’t “not working” (the finger). The goal is to achieve the freedom
Combining your old 401k with your new 401k feels right. Keeping all of your 401k money together will be easier to track. But it’s actually
Truth is stranger than fiction. You know the Secure Act 2.0 that Congress passed last year? It has all sorts of goodies for saving for
He was fading. We were no longer able to deny it. He was missing his Financial Zen Meetings after a decade of nearly perfect attendance.
With a Roth 401k contribution, you pay taxes on it NOW and then never ever EVER again! That’s gotta be the best deal in town,
While you were busy wrapping presents last week, our federal government was…gasp…working! Be still my beating heart. They actually work from time to time. They
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk