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August Blog Digest
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In This Digest

This month’s blog digest has a very special blog post from our summer intern, Rex Wang, entitled “Life as an Intern at Inspired Financial.” This is his very first blog post and we think that he did a fantastic job! Don’t miss our Office Announcements near the bottom for the latest on what is happening at Inspired Financial.
 
Spring Break Book Reader

Tightening Things Up: Increased Protection for your Social Security Account

Posted August 5, 2016 by Evelyn Zohlen

The Social Security Administration (SSA) has tightened security to reduce the threat from hackers and identity thieves. Staying ahead of cyber-evildoers is an ongoing battle and multifactor authentication is a powerful weapon in that war. Protect your Social Security account today!
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Financial Awareness Light Bulb

Life as an Intern at Inspired Financial

Posted August 10, 2016 by Rex Wang

It has been an absolute pleasure and blessed opportunity to work with a team that is the best at what they do. They have given me both “pearls of wisdom” as I prepare for my career and practical life lessons. And an appreciation for my parents’ investment in me for my 21 years of life.  As I move forward in the financial planning profession, I will remember my time at Inspired Financial as a personal milestone to my future success.
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Financial Awareness Light Bulb

College-Bound (Grand)Child? Don't forget to have them complete this form!

Posted August 23, 2016 by Evelyn Zohlen

Hint: It’s even more important than the FAFSA! What you may not realize is that your kids need to have Power of Attorney for Healthcare in place as soon as they turn 18. At age 18 they are legal adults, and no one gets access to their medical records or treatment information without express permission.
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"Remember that the biggest gap in the world is between 'I should' and 'I did.'" ~Writer, H. Jackson Brown

Office Announcements

We are pleased to announce that we were successful in filling two positions at Inspired Financial with some very exceptional people. Rachel Olson will be our new Client Services Associate starting on September 19th. She will be working closely with Beth and also taking on more technical responsibilities. She is a native of Huntington Beach and enjoys hiking, cooking, and wine tasting. Leslie Dermon will be our new Associate Financial Planner. She is a native of France, but will be moving here from a well-respected financial planning firm in Fresno where she had three years of experience. She enjoys travel, CrossFit, and playing the piano. Stay tuned for more details in our next blog issue! Their arrival is timely as Beth will be out of the office for the next two months starting September 2nd to recover from her foot surgery. We will miss her and hope she recovers quickly!
Evelyn was recently featured as a top advisor in the Investment News sharing how her skills as an intelligence officer for the U.S. Air Force has transferred to financial planning and served her well. 
 
Evelyn and Mark celebrated their second family wedding this summer as daughter, Alison, got married at Amelia Island, FL on August 27th. It was a wonderful event and they had a lot of fun with their family (if in doubt, see the “flying Anna” picture below). Evelyn passed a milestone birthday last week, too, when she hit the half century mark.
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