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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Tax Refunds Suck
Tax refunds suck. Sorry, not sorry. You’ve heard it before – getting a refund indicates that you gave Uncle Sam an interest-free loan. When you
Prove Them Wrong
It plays on an endless loop in my brain. “Prove Them Wrong” You may know me as happy, positive, optimistic Rick, but make no mistake…
The Fed Keeps Rates Steady
I won’t bury the lead… DON’T BORROW MONEY UNLESS YOU HAVE TO! Here’s why… Yesterday, Uncle Jerome kept rates where they are and gave his
Why We Don’t Work With People Who Have Credit Card Debt
I quit my 6-figure investment banking job to DJ. Within 2 years I burned through all of my Wall St. bonuses and maxed out every
(Mentally) Prepare For The Next Downturn
The S&P 500 is up 42% over 18 months. If we see a downturn soon it won’t surprise me. So what am I doing about
Only Submit An Insurance Claim If You REALLY Need It
Only use your insurance policies for catastrophic events. You have a “permanent record” that insurance companies will look up before they write your policy. If