There’s more than one path to Financial Zen
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
January 31, 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!
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
Did you know your 401k is like a magician’s hat? Imagine you get called up on stage and the magician pulls out his 401k magician’s
It’s a bittersweet day for Giants fans. In case you haven’t heard, one of the greatest catchers in the game and the unofficial face of
As you know, yesterday’s FZ Daily was about why we don’t believe in Dollar Cost Averaging. A very astute Financial Zen Member responded and asked
Your great grandparents worked until they died… at 65. Your grandparents worked until they could collect their company pension and Social Security… at 65. Your
“401k’s are great for saving, but lousy for investing.” You’ve probably heard me utter those words at some point. But until just this morning I
HSA’s can be an amazing way to never pay taxes on your income, but the benefit depends on how high your medical costs are annually.