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April Blog Digest
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In This Digest

This month’s blog digest will give you some great book ideas for the summer. We also have a blog on boosting your personal financial awareness as well as an update on a very important rule to the financial planning profession, called the Fiduciary Rule.
 
Spring Break Book Reader

Hitting the Books during Spring Break

Posted April 7, 2016 by Evelyn Zohlen

Now, before you run for the door thinking “Spring Break” and “financial future” are words that should never be used in a sentence together, hear me out. These books are lighter on the technical side of finance and more on the motivational or aspirational side of your future. Take a look and see if one piques your interest…
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Financial Awareness Light Bulb

Fundamentals of Financial Awareness

Posted April 22, 2016 by Kevin Henss

Do you ever feel like you don’t really know exactly where you stand financially? Are you spending too much? Are you saving enough? Are you even moving in the right direction? Every adult should have a basic awareness of their financial position. In this blog, we provide two great tools to get you started.
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Fiduciary Rule

Department of Labor Fiduciary Rule

Posted April 25, 2016 by Laurie Dubchansky

In this blog post we share information surrounding the new Department of Labor Fiduciary Rule and what it means for both consumers and advisors.
Read More

"We are each given a block of marble when we begin a lifetime, and the tools to shape it into sculpture. We can drag it behind us untouched, we can pound it to gravel, we can shape it into glory." ~Richard Bach

Data Bank

30… Percentage of total household non-mortgage debt that is student loan debt, surpassing credit card debt. (Federal Reserve Bank of New York)
 
40… percentage of millennials who receive money from their parents, including those married or living with a significant other. (USA Today)
 
49… Percentage of Americans who would be less interested in dating somebody who has any credit card debt. (Nerd Wallet)
 
$59 trillion… Amount of assets that will be transferred generationally in the U.S. between 2007 and 2061. (Barron’s)
 
71... Percentage of Americans who say they would prefer to work with a financial professional to purchase life insurance, rather than purchase it online (LIMRA)

Office Announcements

Our first shred and taco party was a smashing success! There were 28 clients and friends that attended on a beautiful Saturday morning to shred their old papers and enjoy some tasty tacos.

Shred Party 2
Shred Party 3
Kevin recently obtained the Certified Divorce Financial Analyst® (CDFA™) designation which consists of passing four exams and annual continuing education. A CDFA™ helps gather and analyze financial data to create different divorce settlement scenarios and provides financial projections to help the divorcee and their attorney make informed decisions.
 
Invest in WomenEvelyn will be speaking at the “Invest In Women 2016” conference in Dallas in May presenting on Divorce Planning. The “Invest In Women 2016” conference is the leading forum nationwide to explore, discuss and learn about issues that are meaningful for women financial advisors and female clients.
http://www.fa-mag.com/conferences/investinwomen/
 
Evelyn's RIA story: Growing on my own terms
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