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May Blog Digest
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In This Digest

This month’s blog digest features great tools to track and pay your property taxes and an insightful post on how to identify money scripts in yourself and others. Be sure check out our Office Announcements near the bottom for the latest on what is happening at Inspired Financial.
 

Property Tax Bill Made Easy for Orange County Residents

Posted May 9, 2017 by Leslie Rea

Do you have a system in place for paying your property tax bill on time? Orange County residents have great tools available for tracking and paying property tax bills online. Read on for 4 useful tools.
Read More

What's Your Money Script?

Posted May 23, 2017 by Kathleen Boyd

Everyone has both functional and dysfunctional views about money that informs most, if not all their financial decisions. Financial therapy researchers have identified four core categories of money scripts. Read on to learn all four categories.
Read More

"The more you recognize the immense good within you, the more you magnetize immense good around you." ~Alan Cohen
(American businessman and owner of the Florida Panthers hockey team.)

Office Announcements

Intern Kathleen BoydPlease welcome our newest summer intern, Kathleen Boyd! Kathleen is a second-year doctoral student in the Financial Planning & Therapy program at Kansas State University. Her research interests include POC communities, non-traditional families, and millennials. Kathleen has a professional background in investment management, retirement planning, and commercial banking. Outside of work, Kathleen loves Long Beach (where she resides) and is heavily involved in the local community. She is a Leadership Long Beach graduate, founder of Long Beach’s first Financial Planning Day, and was recently named a “Rising Star” by the Financial Planning Association of Orange County. Through the internship, Kathleen is looking forward to serving our clients while learning more about the unique financial needs and challenges women-in-transition face.

Kevin gave a great presentation to the Financial Planning Association (FPA) of Orange County co-presenting with insurance consultant, Fred Giron on the Inspired Financial property and casualty insurance review process, the analysis, how to identify pitfalls, make recommendations, and how to communicate that to the client.
Kevin Henss FPAOC

Inspired Financial was a sponsor for the CalCPA “Post Tax Season” event at the Center Club. Evelyn entertained the attendees with makes Inspired Financial unique in the format of a David Letterman’s Top 10 List! They loved it!
 
Evelyn Zohlen at CalCPA

Evelyn is pictured with Sheri Freidenrich, CPA and Orange County Treasurer and Megan Boldizsar, CPA and president of the Orange County/Long Beach CalCPA chapter.
 
Evelyn Zohlen at CalCPA

Congratulations to L. David Hergenreder, CPA, winner of Inspired Financial’s drawing for a bottle of Sea Smoke wine.
 
Sea Smoke Wine Winner
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