Time To Start Your 2023 Tax Return
Imagine missing out on a $6,000 tax refund! (Or worse, having to pay an extra $10,000 that you didn’t know about.) These are real-life anecdotes
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!
Imagine missing out on a $6,000 tax refund! (Or worse, having to pay an extra $10,000 that you didn’t know about.) These are real-life anecdotes
ER visit + emergency surgery + 2 night hospital stay = $$$$$$$ I eat my own cooking. So when I recommend signing up for a
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
If you work for a start up, it’s likely part of your compensation is incentive stock options (ISO’s). And if you have unexercised ISO’s the
The IRS announced yesterday that they will no longer conduct in-person, unannounced visits. With that announcement, the ONLY way the IRS will EVER contact you
Your parents had the best intentions. Unfortunately, Uncle Sam could care less what they INTENDED. A common financial mistake is gifting investments (including rental property)
There are only 3 things you can do to level up your money game. You can protect it, save it and grow it. PROTECT IT
If you don’t live in California, today’s the last day to file your 2022 taxes. Just a few reminders: A few reminders for California residents:
Personal tax returns are starting to get completed and some of our Financial Zen Members will owe a pretty penny. (I know it’s too soon,
DISCLAIMER: This is not tax or financial advice. Consult your tax professional to determine if this is right for you. This is MOSTLY for California
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