Financial Adulting Checklist: Verify Your Beneficiaries Annually
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
August 1, 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!
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
High-income W2 employees pay more taxes than anyone else in the country. Business owners, self-employed and lower-income households have LOTS of tax breaks to take
How much you need to achieve Financial Zen depends on how much you spend. Period. Your burn rate determines how much passive income you need.
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