Financial Zen daily
Raising Your Financial IQ Doesn't Have To Be Boring. Our Blog Makes It Quick, Easy & Fun!
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 – high achiever that you are – you want to learn all that you possibly can about smart money management. Then you’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
- Why you should NOT pay off your mortgage (Yes, you read that correctly.)
- The two best ways to save for your kids’ college education
- How to legally avoid taxes with a health savings account
- Why you should ALWAYS be invested no matter what
- How to dig up all the buried free money in your employee benefits
…and so many more. Check out Financial Zen Daily today for a smarter tomorrow!
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The Fed dropped rates 0.25% and your portfolio loves it!
Uncle Jerome dropped rates 0.25% yesterday, which was largely expected. And just like I told you they would, small caps were off to the races
How to avoid identity verification frustration
I opened the DocuSign. I verified I’ve never been associated with 8047 Estberg Parkway. I verified I’ve never lived in any of those counties. I
Accountability Is The Biggest Benefit
“You kept my butt in the seat.” That was my answer when Lauren asked what the biggest benefit was from our session. If I had
17 years as a financial planner!
17 years ago, I thought I was building a small business. Turns out, I was starting a movement. Back then, my goals were modest: I
Ritual Beats Resistance… usually
Beep! Beep! Beep! “Ugh,” I whisper, eyeing today’s calendar. Normally, I wake ready—but not this Tuesday. I’d slept poorly and felt it from the start.
My Top 3 Lessons Owning A Business
I’ve learned a lot over the last 15 years of running my own financial planning business. Here are the top 3 lessons I’ve learned so