Zen Wealth Consultant Services

Zen Wealth Consultant Services John Duffy, CDFA®
Business Owner and Investment Professional, Certified Divorce Financial Analyst® Be the peaceful center of your finances.

You can tell by the pumpkin spiced lattes and Christmas decorations in Costco that the end of 2022 is coming.  Here are ...
10/26/2022

You can tell by the pumpkin spiced lattes and Christmas decorations in Costco that the end of 2022 is coming. Here are a few tax tips.

Here are some year-end tax tips to consider.

New Medicare about to drop.
10/12/2022

New Medicare about to drop.

Medicare costs are changing in 2023.

We're all experiencing greater weather volatility.  Make some simple preparations now to prevent disaster.
09/13/2022

We're all experiencing greater weather volatility. Make some simple preparations now to prevent disaster.

Here are some tips to help keep your family safe in an emergency.

I wrote this! Thanks to Jennifer Leighton for posing the question and editing my piece and thank you to Lisa Zonder and ...
08/18/2022

I wrote this! Thanks to Jennifer Leighton for posing the question and editing my piece and thank you to Lisa Zonder and Zonder Family Law for inviting me to contribute.

by Zonder Family Law Group

07/25/2022

Inflation: The Sneaky Thief

07/19/2022

Women and Money: Taking Charge of Your Financial Future

05/05/2022

The next few months will be a key period to reveal the future direction of inflation and monetary policy.

03/02/2022

Did you know you have until your tax filing deadline to make a contribution to your IRA for 2021?

03/02/2022

The Russian invasion of Ukraine could push oil prices and inflation higher and drive further market volatility.

03/02/2022

What is the SWIFT financial system and what's the connection to Russia?

01/17/2022

Find out more...

01/01/2022

Find out more...

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1470 E. Valley Road
Montecito, CA

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