Newsletters
We believe that continuing education is essential for staying informed in our diverse and ever-changing profession. We share our passion for learning and knowledge with our clients through our academic white papers, quarterly newsletter, periodic client presentations, and a wide variety of other resources.
Latest: August 2021 Blog Digest
White Papers
Presentations
- See our full library of both personal finance and professional education presentations on our Speaking page.
Other Resources
In The News
The Inspired Financial team is quoted or mentioned in news publications across the web. You can see some of our contributions to the financial planning body of knowledge in the articles linked below. Enjoy!
Help Wanted: Finding and Supporting More Women Financial Advisors Evelyn Zohlen spotlight on Barron’s, 09/02/21
Advisors Can’t Save Their Clients’ Marriages, but They Can Protect Their Finances. Here’s How. Evelyn Zohlen spotlight on Barron’s, 07/12/21
Helping Aging Parents Manage Finances Isn’t Easy. Advisors Can Help. Evelyn Zohlen spotlight on Barron’s, 05/26/21
Most Important Financial Tasks for New College Grads Claire Thorton spotlight on The Streets, 05/18/21
Save money for retirement the same way you’d ‘eat an elephant,’ financial advisor says: Here’s what she means Evelyn Zohlen spotlight on Acorns CNBC, 05/11/21
The Big Q: How Would Your Advice Change if There’s a Capital Gains Tax Increase? Evelyn Zohlen spotlight on Barron’s, 04/23/21
Retirement Expert Shares How Millennials Can Reduce Student Loans Claire Thornton spotlight on The Street, 02/09/21
Tax season starts on February 12: Here’s why you should file as early as you can Mark Prendergast spotlight on CNBC, 01/20/21
Americans flocked to buy life insurance, prepare wills and trusts last year Evelyn Zohlen spotlight on NBC, 01/01/21
Super-low interest rates give reverse mortgages new appeal for older Americans Evelyn Zohlen spotlight on Bankrate, 08/24/20
Short on cash waiting for the next stimulus checks? Here’s how to prioritize paying your bills Evelyn Zohlen spotlight on CNBC, 08/10/20
Don’t simply count on a second round of stimulus checks—here’s what to do instead Evelyn Zohlen spotlight on CNBC, 06/29/20
Women are being impacted by the pandemic more than men—here’s how to potentially mitigate the financial fallout Evelyn Zohlen spotlight on CNBC, 06/23/20
35 Ways to Jump-Start Your Emergency Savings Evelyn Zohlen spotlight in Wall Street Journal, 05/27/20
Advisors find new routines, and coworkers, during coronavirus Evelyn Zohlen spotlight on Financial Planning, 05/18/20
A guide to surviving financially as the bills arrives Evelyn Zohlen spotlight on WWMT West Michigan, 04/01/20
Financial experts give tips on planning for recession Evelyn Zohlen spotlight on ABC 10 San Diego, 03/27/20
Financial advisors offer pro bono services, advice during pandemic Evelyn Zohlen spotlight on ABC 25 Central Texas, 03/26/20
How COVID-19 is driving new financial planning business Evelyn Zohlen spotlight on InvestmentNews, 03/24/20
Carrie Schwab Pomerantz to speak at Financial Empowerment Conference for Underserved Girls in celebration of International Women’s Day Evelyn Zohlen spotlight on Cision PR Newswire, 02/27/20
Election 2020: How Trump, Democratic candidates could shape health care costs, family finances Evelyn Zohlen spotlight on USA TODAY, 02/21/20
Beware California’s New Data Privacy Law Evelyn Zohlen spotlight on ThinkAdvisor, 01/09/20
Redefining Financial Advice – To celebrate Dimensional’s 30 years of working with financial advisors, we asked seven wealth management professionals how the industry has transformed to help clients. Evelyn Zohlen spotlight in Dimensional Perspectives, 12/18/19
5 Professional Organizations for Financial Planners Evelyn Zohlen spotlight in U.S. News Money, 12/09/19
Rules, regulation, fee compression: Lightning Round with 2019 FPA President Evelyn Zohlen Evelyn Zohlen spotlight in Financial Planning, 11/25/19
New client best interest rule raises standards but ‘muddies the water’ on advisor, broker differences Evelyn Zohlen spotlight in CNBC, 11/18/19
5 Things We Can Learn From Baby Boomers About Managing Our Finances Evelyn Zohlen spotlight in Financial Planning & Insurance, November 2019
10 years on: Despite dramatic change, ‘personal touch’ will dominate financial advice space Evelyn Zohlen spotlight in CNBC, 10/10/2019
This adviser’s excessive trading cost a retired client $171,000 in commissions Evelyn Zohlen spotlight in MarketWatch, 9/27/2019
Why DIY investors still might want a financial adviser Evelyn Zohlen spotlight in MarketWatch, 8/13/2019
Divorce: How to stay financially secure when you’re splitting up Mark Prendergast spotlight in USA Today, 8/7/2019
How Picking the Right Team Can Help You Take Control of Your Financial Future Evelyn Zohlen’s article in Women’s Financial Empowerment, 6/25/2019
Taking the Long View on Insurance Evelyn Zohlen spotlight in Barron’s Magazine, 6/7/2019
New Arizona Law Protects Financially Vulnerable Seniors Evelyn Zohlen spotlight in FA Magazine, 6/6/2019
Evelyn Zohlen Takes Over As FPA President Evelyn Zohlen spotlight in FA Magazine, 1/3/2019
Evelyn Zohlen Becomes FPA President Evelyn Zohlen spotlight in ThinkAdvisor, 1/3/2019
What to buy the parents in your life who are saving and paying for college Evelyn Zohlen spotlight in MarketWatch, 12/20/2018
Gifting your kids a ‘career concierge’ could give them an edge to find that dream job Evelyn Zohlen spotlight in MarketWatch, 12/05/2018
More Advisors Target Mass Affluent Evelyn Zohlen spotlight in Financial Advisor, 11/20/2018
InvestmentNews – Women to Watch 2018 Evelyn Zohlen spotlight in InvestmentNews, 11/19/2018
Stocks are tumbling, rates are rising. What to do now? Evelyn Zohlen spotlight in AP News, 10/28/2018
How an Air Force Intelligence Officer Became FPA President – Investopedia Evelyn Zohlen spotlight in Investopedia, 10/08/2018
Chip’s and Skip’s ‘Excellent Adventure’ breaks RIA stereotypes, sheds risk aversion for ‘gut-busting’ Alaska hike; black bears, grizzlies and moose, oh my! Evelyn Zohlen spotlight in RIABiz, 06/20/2018
The Journey: New law makes small steps to protect elders from financial abuse Evelyn Zohlen spotlight in PostBulletin, 06/04/2018
With Succession Planning, Advisors Aren’t Using Their Own Advice Evelyn Zohlen spotlight in Advisor News, 04/13/2018
Women’s History Month: Celebrating the women of financial planning Evelyn Zohlen spotlight in Investment News, 03/22/2018
‘Fee Only’ Compensation Can Have Conflicts Too, Says FPA Evelyn Zohlen spotlight by Financial Advisor Magazine, 10/13/2017
FPA Names Evelyn Zohlen 2018 President-Elect Evelyn Zohlen spotlight by Financial Advisor Magazine, 10/02/2017
CFPs Urged Not To Denigrate Other Marks Evelyn Zohlen spotlight by Financial Advisor Magazine, 6/21/2017
Most wish they’d listened to Mom and Dad about money Evelyn Zohlen spotlight by CNBC, 4/27/2017
Take this Secret to the Grave, and It’ll Cost You Mark Prendergast spotlight by CNBC, 4/6/2017
Client Response Confirms Firm’s Decision to Focus on a Niche Evelyn Zohlen spotlight by Financial Advisor IQ, 10/28/2016
Cutting the cord on support for adult children Mark Prendergast mentioned on CNBC.com, 10/13/2016
Parents: Get your finances ready for the FAFSA Evelyn Zohlen mentioned on CNBC.com, 9/29/2016
Help divorcing clients see past the money Mark Prendergast mentioned on financial-planning.com, 9/15/2016
When married advisers part ways Evelyn Zohlen and Mark Prendergast mentioned on financial-planning.com, 9/12/2016
7 surprising careers that led top advisers to their current calling Evelyn Zohlen mentioned on InvestmentNews.com, 8/31/2016
Don’t wait for presidential decree to cut student debt Evelyn Zohlen quoted on CNBC.com, 7/14/2016
How to win at getting college financial aid Evelyn Zohlen quoted on CNBC.com, 4/8/2016
Are Women (Finally) Taking the Reins? Evelyn Zohlen quoted on NASDAQ.com, 3/1/2016
Is it time for millennials to buy a home? Evelyn Zohlen quoted on CNBC.com, 2/23/2016
Happy 70th Birthday, Boomers! Evelyn Zohlen quoted on Money.com, 12/18/2015
When to look beyond your workplace retirement plan Evelyn Zohlen quoted on CNBC.com, 8/26/2015
Tips for Millennials Wrestling With Buy-or-Rent Housing Decision Evelyn Zohlen quoted on NBCNEWS.com, 8/4/2015
11 ways to avoid student loan debt Evelyn Zohlen quoted on NBCNEWS.com, 6/19/2015
Late-Night Social Security Votes Have Major Political Ramifications Evelyn Zohlen quoted on ThinkAdvisor.com, 4/2/2015
Americans Defy Warnings, Still Retiring Early Evelyn Zohlen quoted on ThinkAdvisor.com, 3/26/2015
Calming the Worst Fears of Women Retirees Evelyn Zohlen quoted on ThinkAdvisor.com, 3/18/2015 2015
Arianna Huffington to Headline at UC Irvine’s Paul Merage School of Business Luncheon Evelyn Zohlen quoted on newswise.com, 10/21/2014
