Winter 2017 Newsletter

Winter 2017 Newsletter

HAPPY NEW YEAR FROM CIS WEALTH As the new year comes into full swing, we have so many new articles for you in our Winter 2017 newsletter! As always, please do not hesitate to contact us if you have any questions about CIS Wealth, a newsletter article, or just a general inquiry! Dates To Remember [...]
The Origin of Valentine’s Day

The Origin of Valentine’s Day

The Legend of St. Valentine Valentine’s Day draws its name from St. Valentine, a legendary and mysterious saint. According to one story, Valentine was killed when aiding Christian prisoners escaping from the clutches of Rome. In another legend, Valentine sent a letter to a young girl he was in love with, signing it “From your [...]
Athena’s Tips and Tidbits

Athena’s Tips and Tidbits

BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
Residential Property For Investment Income

Residential Property For Investment Income

Not a week goes by that I do not have a client mention they are thinking about buying a rental home to generate investment income. One of my favorite TV channels is HGTV. On many shows they make it appear so easy and profitable to own residential rental properties. However, they do not include the [...]
Bob Earns CWS® Designation

Bob Earns CWS® Designation

Bob is now among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today. Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical [...]
The Tasks of an Executor

The Tasks of an Executor

In the last few months unfortunately, we have had a number of older clients pass away who we had served for many years. Our condolences are with their families over the loss of their loved ones. When a person passes away, the tasks of the chosen executor for their will can be a very long [...]
The Good, The Bad, and The Ugly of Annuities

The Good, The Bad, and The Ugly of Annuities

Over the years, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. There are important things to know about fixed indexed annuities before [...]

Lowering Your Income Tax Bill

With the new year we all start thinking about income taxes and that dreaded April 15th deadline. For many, this is the time to make annual contributions to t IRAs for a tax deduction. Here are the limits and rules that apply. The maximum annual contribution for an individual IRA is: $5,500 per person - [...]