The Only 3 Ways To Level Up Your Money Game
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
June 20, 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!
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
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
We’re in the depths of presenting our Year-End Tax Analyses to our Financial Zen Members. There is one common error we keep finding this year
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
If you’ve ridden the crypto wave this year, you’re down anywhere from 50-60%. If you’re still holding on, then you want to take advantage of
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