Ah, the joys of summer. Bike rides. Ball games. Ice cream. College interns. Each year, we wait impatiently for spring semester to end so that we can bring in some fresh faces to liven the place up (and lighten our workloads).

Affiance Financial has long partnered with BestPrep, an organization that helps students build business, career, and financial literacy skills. Years ago, Principals Steve Lear and Andy Fishman helped start the organization’s Financial Matters program, which teaches high school students financial literacy skills.

We’re back to share some new staff favorites with you. This time, we asked what our team is listening to. Not music, but podcasts and audiobooks! Find something new for your morning jog or afternoon commute from our recommendations below.

Thank you to everyone who came to the event, we’re grateful for having such engaged and interested clients. As always, we value any feedback you might have, so please don’t hesitate to reach out to your advisor with any questions.

by Steven Schoenberger, JD

It may not have manifested itself as we would have liked, but believe it or not, spring has been upon us since the end of March. With spring, our minds always look toward the Masters, taxes, and spring cleaning. With the first two now in the rearview mirror, we finally have a chance to concentrate on the third. Time to clean out all of those files we have been hanging on to for far too long.

by Omer Abramovich

Everyone  who owns a home or car has homeowners and automobile insurance coverage. If you own a boat or a motorcycle, you likely have a policy for those, too. But is that enough? Today, I’d like to introduce you to an insurance policy that often goes unnoticed, but can make a huge difference to a person’s financial security – the Umbrella policy.

Sometimes getting your friends to pay you back for something you’ve already paid for in full can be complicated. It’s no one’s fault — between work, friends, and family it’s hard to keep track of every little thing.

We made two additions to our staff this quarter — meet Mike Bayliss and Jodi Friendshuh.

By Dan Lear

by Kyle Berg

Imagine this. You’ve worked hard to save every penny you could so that you can finally call it quits and not have to work another day in your life. Your retirement savings have well exceeded the United States household average of $17,000. Now, you are six months into your 70s and Uncle Sam wants a cut of what you have worked so hard to save. So, you have to take a required minimum distribution, or RMD for short. Failing to do so will cost you 50% of the distribution, which is something you want to avoid at all costs.