May 2016 E-Newsletter

May 2016 E-Newsletter

Dates To Remember MAY 5, 2016 - NATIONAL DAY OF PRAYERMAY 8, 2016 - MOTHER'S DAYMAY 30, 2016 - MEMORIAL DAY - OFFICE CLOSED Click below to read other articles from the CIS Wealth May 2016 Newsletter Value of Being a CIS Wealth Client LEARN MORE Why We Can't Text You LEARN MORE The Gift of [...]
Athena News

Athena News

But I don't have thumbs! We’ve been trying to put athena to work lately, but she hasn’t really taken to it much. she blames her “lack of thumbs”. She does enjoy answering the phone, but people have a hard time understanding her. She is contemplating an early retirement. Check out our other newsletter sections below: [...]
First 2016 Habitat for Humanity Volunteer Day

First 2016 Habitat for Humanity Volunteer Day

The CIS Wealth team put the finishing touches on a home for a young family who were presented the keys that very night! We mopped, hung blinds, cleaned showers, installed fencing and got everything in tip-top shape! We hope you can join us for our next volunteer day! It is always such a blessing.   [...]
Tactically Managed Accounts

Tactically Managed Accounts

Market Update After being defensively positioned with low exposure to equities in our fee based tactically managed portfolios since July 2015, we finally returned to full exposure to the stock and bond markets last month. Our tactical exit strategy helped to protect our managed accounts from two major downturns that occurred in the stock markets [...]
Is Retirement Really All It’s Cracked Up To Be

Is Retirement Really All It’s Cracked Up To Be

Maybe. Maybe Not. By Bob Barber I’m reading a fantastic book right now called “The New Retirementality” that I learned about at a national Christian financial conference in Orlando, Florida. This book exposes a myth we have come to believe in America: when we obtain a certain age like 65, we should retire, and retirement [...]
Are You Fit To Retire?

Are You Fit To Retire?

As a certified Fit To Retire® coach I am here to help you with your planning and questions on your journey towards retirement. Our Fit To Retire® online assessment tool and “Readiness Roadmap” complements your overall retirement planning process. This tool covers five main areas of retirement success during the three phases of retirement. These [...]
April 2016 E-Newsletter

April 2016 E-Newsletter

The Messenger: Retirement Edition This month's newsletter is focused on those who are thinking about retiring, or are already retired. Philippians 2:3-4 Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others. The [...]