7am Saturday is a weekly email I send at 7am every Saturday where I share brief and relevant thoughts on money or investing. Enter your email address below to subscribe:

7am Saturday

May 23, 2020

Good morning!

Here in Ohio restaurants are finally opening up again for in-house dining this week. I’ve been waiting for this day for too long!

I’m curious…what’s the first place you will visit?

Tool of The Week

Have you ever been asked to send a scanned document to someone while not being anywhere close to a scanner? Maybe you were on vacation. Or, maybe you were working from home, and you didn’t have a scanner at home.

Well, if you have an iPad or iPhone there is a solution! All you need to do is download an app called Scannable and your smartphone is now a scanner! It works perfectly and in some cases the quality is better than using an actual scanner.

To use the app all you have to do is point your camera at documents, receipts, or whiteboards. Scannable will immediately capture it and also allow you to scan multiple pages into one document. The app will automatically rotate, crop, and adjust the image so the scan is clear and easy to read. You also have the opportunity to make manual adjustments to make it even better.

Once you have captured your document you can send it via email or text. you can also save it as a PDF or JPG file to Evernote, Dropbox, or other apps on your phone.

I’ve used this app for years to scan pages from my Moleskine notebook. I don’t use the app as much now that I’ve ditched the Moleskine for a digital notebook (Goodnotes app + iPad Pro + Apple Pencil). However, it does come in handy for scanning receipts, kids drawings, or other paper documents that I want to save as PDFs or JPG images.

This works for faxes too! I don’t know too many people who still use fax machines, but if anyone ever asks you to send a fax, suggest that you just email the document. Use scannable to capture it, email it to them, and you are done!

Scannable is free to download and use. You can get it here.

Quote to Ponder

“Feeling gratitude and not expressing it is like wrapping a present and not giving it.” –William Arthur Ward

How often do you feel gratitude and fail to express it? I am definitely guilty of this. I often have a thought about how much I appreciate something someone did…or something they said…or something they contributed to a project or even to my own success. I even think about sending them a note or an email to let them know how much I appreciate them. Then life happens, I forget about it, and the gratitude remains un-expressed.

When I saw this quote I determined to get more intentional about expressing my gratitude to others. If you have any tricks or tips to make this a stronger habit I’d love to hear them!

Women In Wealth

Speaking of things I’m grateful for I’d have to say one is definitely the team I have around me every day. It’s very rewarding to share a set of core values with this team and work together with the mission of helping people achieve their financial goals by utilizing wise investment strategies. I am very proud of the team we’ve built and the things we have accomplished together.

This past week three of our team members shared a conversation they had about women in finance as The Invested Dads interviewed Jessica Hinks, CFP®.

Jessica joined our team in early 2019. Not long after joining us she earned her CERTIFIED FINANCIAL PLANNER designation and then launched her own blog. Listen to her interview, and you will quickly see why we are so excited to have Jess on our team. She is passionate about her work and genuinely wants to help the clients she serves.

Topics discussed include:

  • What’s Unique About Being a Female in Finance and Investing?
  • How Do Women Compare to Men in Investing?
  • What Jess Sees in the Finance Industry
  • What to Look for in a Financial Advisor

Listen to the full conversation here!

Join Our Team

By the way…if you you are a woman reading this, and you resonate with what Jess had to say…get in touch with us. Send me an email! We are growing our team, and we will be hiring financial advisors as our firm grows. If you desire to be a financial planner, then we want to talk to you!

I hope you enjoy Memorial Day Weekend. Of course I’m grateful for all of those who have served and made the USA the fine country it is. As the country was locked down for the past two months I think we all gained further appreciation for our freedom.

Have a great holiday,