Where “retire at 65” came from
Have you heard the one about the difference between management and leadership? This comes from Stephen Covey’s classic “The 7 Habits of Highly Effective People“. Envision
March 23, 2022
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!
Have you heard the one about the difference between management and leadership? This comes from Stephen Covey’s classic “The 7 Habits of Highly Effective People“. Envision
Julie wanted to help kids. So she got a degree in education and went to work for the public school system. Over her career, she watched as
Historically, 401k’s have been great for saving, but SUCK for investing… …until now. How investing your 401k used to work HR works with an investment manager
Tuesday, I showed you some simple math to prove it doesn’t matter if you stumble out of the gates right after you invest. But I also said
A recent email from a Financial Zen Member… “Rick,I read this article on MarketWatch – Bond Market Sets Up For Collapse.Should I be concerned? Thanks” If Financial
That Damn Groundhog! Punxsutawney Phil saw his shadow this morning. *whomp whomp* So there’ll be 6 more weeks of winter. For a lot of people
It would be understandable if you thought there was only one path to Financial Zen. But there’s actually two. The Main Path The first path
Some of our community have been asking for an update on the Build Back Better plan and the future for Mega Backdoor Roth’s and SALT
WARNING: This is an advanced financial planning strategy. Do not attempt this on your own. Please seek the assistance of a financial planner or tax advisor.
It’s not Always Be Closing. It’s Always Be Growing. We grew so much of our service offering this year, it’s going to take me a