CIS Wealth grad photos
Bob Barber
Rachael Barber
Nathaniel Morris
Pat Hail
Kirsten Otto
Jenna Peters
Bonus! Bob’s football pic!

Click below to read other articles from the CIS Wealth August 2016 Newsletter

College Savings Plan

Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA).

A Strategy for Today's Stock and Bond Market

If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical.

easy financial management

Are you using our CIS Wealth Management System? As a client, this is your personal CIS Wealth account consolidation system…and more!

Making A College Dorm A Home Away From Home

Advice for the recent grad in your life on making their dorm space a home away from home when they go off to college!