HOLIDAY GREETING | FATHER’S DAY
Most Recent Version
LPL Compliance Approval # 1-609426
[Subject line] Getting to Know Your Dad
You’re probably familiar with ‘20 Questions.’ It’s a classic long-distance-car-trip game that encourages creativity and deductive reasoning. On this Father’s Day, try playing a version that can help you learn a lot more about your family and better understand your dad. Here are 10 questions, from Greater Good, to help get you started:1
1. What do you remember about the houses you lived in/the cars you drove as a young person? Which one did you like the best?
2. What did you have as a child that kids don’t have today?
3. Has anything ever happened at a family wedding you’ll never forget?
4. Think of some relatives who have passed away in the last few years. What would they be doing right now if they were here?
5. Which family member has been your greatest coach in life? What made them a good mentor?
6. When you were a teenager, which family member did you go to for advice? Looking back, was it good advice?
7. What was your favorite movie or book when you were my age?
8. What was the hardest thing you went through as a child?
9. What are your favorite stories Grandpa/Grandma told (or still tell)?
10. What is the best thing your grandparents ever cooked?
If you haven’t already, sometime this summer, you may want to initiate a conversation with your parents about their retirement and estate plans. Talking about money can be uncomfortable, but there are often significant benefits to understanding your parents’ plans and preferences, including reducing conflict and confusion later on.
If you would like some help getting the conversation started, let us know. We can facilitate the discussion or provide some questions for discussion.
Happy Father’s Day!
Source:
1 http://greatergood.berkeley.edu/raising_happiness/post/20_question_ask_father
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 1-500920
[Subject line] Dad: Breadwinner and Caregiver
For several years, researchers at Boston College have been studying the experiences and expectations of fathers. As you might suspect, the way in which men understand the role of ‘Dad’ has been changing. While some still believe their primary responsibility is providing financial support for their families, the majority of men say they are both breadwinners and caregivers.1
Men’s perceptions of their roles are often related to their age, according to The Shriver Report Snapshot: An Insight into the 21st Century Man. Men who are age 50 or older tend to prioritize being ‘providers,’ while younger men are more likely to put being ‘present for their families’ at the top of the list.2
This Father’s Day, remember change is rarely easy – the roles of dads have been in flux for a long time. No matter where your dad fits on the spectrum of fatherhood responsibilities, thank him for all he’s done for you this Father’s Day.
Happy Father’s Day! We value you and all you do for your family.
Sources:
1 http://www.bc.edu/content/dam/files/centers/cwf/pdf/BCCWF%20The%20New%20Dad%202015.pdf
2 http://awomansnation.org/21stcenturyman/
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 1-387641
[Subject line] What is a Father’s Role?
Modern dads are a diverse bunch. They may go to work or stay at home with the kids. They may be single, married, or dating. They may be birth parents, adoptive parents, or step-parents.1 They may be expected to teach children morals and values, offer emotional support, enforce discipline, and/or provide financial support.2
The most important responsibility dads have, according to the American Psychological Association, is family involvement. “…Research across families from all ethnic backgrounds suggests that fathers' affection and increased family involvement help promote children's social and emotional development.”1
So, what helps fathers get involved and stay involved? As it turns out, paternity leave does! The Economist reported paternity leave has three key benefits:3
1. Fathers who take leave after a child is born take an active role in childcare.
2. Early interactions with Dad have long-term learning benefits for children.
3. It’s good for wives’ careers.
While it may be too late to petition for paternity leave for your dad, there are other ways to celebrate the wonderful things he has brought into your life. Whatever you decide to do, he’s sure to appreciate the gesture.
If you’re providing care for either or both of your parents, please let us know. Caregiving can play an important role in financial plans.
Sources:
1 http://www.apa.org/pi/families/resources/changing-father.aspx
2 http://www.pewsocialtrends.org/2013/06/14/the-new-american-father/
3 http://www.economist.com/blogs/economist-explains/2015/05/economist-explains-18
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 1-273460
[Subject line] Some Facts About Fathers
Last year, Pew Research Center spent some time collecting data about dads. They found some interesting facts:
1. In 2012, there were almost 200,000 stay-at-home dads taking care of about 370,000 children. A stay-at-home dad is married, has children younger than 15 and does not work for at least one year, opting instead to care for the kids while his wife works.
2. The amount of time the average dad spends with his children tripled between 1965 and 2011. In 1965, dads spent about 2.5 hours with their children each week. In 2011, this time had increased to about 7.3 hours each week.
3. Fathers spend more time on housework than they used to – about 9.8 hours each week in 2011. But they haven’t caught up with moms yet. Mothers spend almost 18 hours a week on housework.
4. On Father’s Day, many dads just want to spend some quality time with their families (40 percent). Some don’t want any other gift; however, those who do want a gift thought gift cards, tech gadgets, electronics, home improvement items, sporting goods, tickets, or lessons would be nice.
No matter how much research is done, you are the only one who has the true measure of your father. Celebrate him accordingly!
You’re also the only one who has a full understanding of your financial goals and priorities and the ways in which they may have changed during the past year. If we haven’t completed a financial review recently, please give us a call.
Sources:
http://www.pewresearch.org/fact-tank/2013/06/11/5-facts-about-fathers/
http://www.ipsos-na.com/news-polls/pressrelease.aspx?id=5655
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 1-188774
[Subject line] What Does Dad Mean To You?
Whether we are 5, 25, or 50, Dad plays a vital role in our lives. This Father’s Day, share the following letter from an unknown source to let your dad know how special he is in your life.
My Father
When I was: Four years old: My daddy can do anything.
When I was: Five years old: My daddy knows a whole lot.
When I was: Six years old: My dad is smarter than your dad.
When I was: Eight years old: My dad doesn't know exactly everything.
When I was: 10 years old: In the olden days, when my dad grew up, things were sure different.
When I was: 12 years old: Oh, well, naturally, Dad doesn't know anything about that. He is too old to remember his childhood.
When I was: 14 years old: Don't pay any attention to my dad. He is so old-fashioned.
When I was: 21 years old: Him? My Lord, he's hopelessly out of date.
When I was: 25 years old: Dad knows about it, but then he should, because he has been around so long.
When I was: 30 years old: Maybe we should ask Dad what he thinks. After all, he's had a lot of experience.
When I was: 35 years old: I'm not doing a single thing until I talk to Dad.
When I was: 40 years old: I wonder how Dad would have handled it. He was so wise.
When I was: 50 years old: I'd give anything if Dad were here now so I could talk this over with him. Too bad I didn't appreciate how smart he was. I could have learned a lot from him.
--Unknown
Regardless of the stage of life you are in, we wish a Happy Father’s Day to all the wonderful fathers (and mothers!) who have trusted their family finances to {Insert Company Name}.
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 1-069925
[Subject line] A Laugh for Father’s Day
On Father’s Day, give your Dad the gift of laughter. All you have to do is share these old sayings with original endings supplied by fourth graders. Alternatively, you can have your children create their own original endings!
· Better be safe than...... Punch a 5th grader.
· Strike while the...... Bug is close.
· Don’t bite the hand that...... Looks dirty.
· An idle mind is...... The best way to relax.
· Two's company, three's...... The Musketeers.
· When the blind leadeth the blind...... Get out of the way.
· It's always darkest just before...... I open my eyes.
· Never underestimate the power of...... Termites.
· If you lie down with the dogs...... You'll stink in the morning.
· The squeaking wheel gets...... Annoying.
· To err is human...... To eat a muskrat is not.
· Better to light a candle than to...... Light an explosive.
· Early to bed and early to rise...... Is first in the bathroom.
· The grass is always greener...... When you leave the sprinkler on.
· If at first you don't succeed...... Get new batteries.
These sayings reminded us of another made famous by Ben Franklin: “Little strokes fell great oaks.” It’s true of children and of saving. If you cut back on saving during the past couple of years and would like to get your plans back on track, please give us a call. We’re always happy to help.
Source: http://www.greatdad.com/tertiary/412/3502/funny-kids-answers.html
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 640408
[Subject line] The Evolution of Fatherhood
Since America was founded, the roles and responsibilities of fathers have changed dramatically:
· During the 1700s and early 1800s, men generally worked as farmers, artisans, and tradesmen. Often their homes were also their work places. As a result, raising children was an integral part of fatherhood. At the time, society believed that fathers had greater responsibility for and influence on children than mothers.
· From the late 1800s to the mid-1900s, fathers began to work outside the home. Typical American fatherhood was depicted in iconic 1950s television shows like ‘Ozzie and Harriett’ and ‘Father Knows Best.’ Men were believed to have fulfilled their responsibilities if they supported their families financially. Mothers were primarily responsible for raising children.
· During the late 1900s and into the early 2000s, societal roles evolved once again. Fathers have become recognized as caregivers, as well as disciplinarians and/or breadwinners. Modern day research has found that having a loving and nurturing father is as important to a child's happiness, well-being, social mobility, and academic success as having a loving and nurturing mother.
It has been said that the only constant is change. That has proven to be true of parenting. It’s also true of financial goals. If your goals or objectives have changed, please give us a call. We’re always happy to help.
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 544720
[Subject line] What Did You Inherit From Your Father?
Common wisdom holds that the fruit never falls far from the tree. Unintentionally, our fathers provide us with telltale traits and quirky characteristics. In honor of Father’s Day, ask your friends and family how they know that you are your father’s child. They may tell you that you inherited your father’s:
· Manner of sneezing,
· Penchant for counting stuff,
· Affection for a sports team,
· Interest in insects and animals,
· Work ethic or lack thereof,
· Stinky feet,
· Beautiful smile, or
· Another remarkable attribute.
Make a card that describes the results of your survey and present it to your dad on Father’s Day. It’s a gift he’ll cherish.
A singular quality may not be the only thing you inherit from your father or want to pass on to your children. If you would like assistance with your financial plan, please give us a call. We’re always happy to help.
v The above material was prepared by Peak Advisor Alliance.
Another Version
LPL Compliance Approval # 1-186864
[Subject line] Fathers Help Their Children in All Kinds of Ways
Dads come in all shapes and sizes. Some are workaholics; others prefer the solace of home. Some pine for sports; others crave theater. Some are problem-solvers; others are in denial. Each father has a unique combination of characteristics that will influence his children over time. Here are some Father’s Day activities that have produced interesting long-term results.
Have a catch—and a hit. Ken Griffey, Sr. and Ken Griffey, Jr. were the first father-son pair to play Major League Baseball at the same time. Even better, they eventually played on the same team—the Seattle Mariners. During their first game as teammates, Griffey, Sr. made his son proud by hitting a first-inning single. Ken, Jr. returned the favor by hitting his 500th home run on Father’s Day. And to think, it all started with a game of catch in the backyard!
Get out the chemistry set. Laurie Glimcher spent a lot of time in her father’s lab at Massachusetts General Hospital when she was a child. Today, Laurie and her Dad, Melvin Glimcher, hold chairs in their respective fields at Harvard University. They’ve collaborated on research with impressive results; the pair identified a mechanism that regulates bone growth and may help scientists to develop a drug that can help with Osteoporosis.
Encourage social interaction. Hekzebiah Hawkins’ playbook was a prominent resident of Dogpatch (remember the Lil’ Abner comic strip?). His adult daughter Sadie was living at home. To push her into the future, he arranged the first Sadie Hawkins Day. It included a foot race—the unmarried women pursued the town's bachelors. If a bachelor was caught, matrimony was the consequence. Oh, how times have changed!