The IRS will NOT call, text, email or… knock
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
July 26, 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!
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
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