HAPPY NEW YEAR FROM CHRISTIAN FINANCIAL ADVISORS 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 Christian Financial Advisors, a newsletter article, or just a general inquiry! Dates [...]
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 [...]
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 [...]
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 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 [...]
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 [...]
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 [...]
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 - [...]
1. Get my will and estate plan updated 2. Help the kids understand their potential inheritance 3. Get completely financially organized with all my financial documents (wills, trusts, real estate deeds, insurance documents, titles to vehicles, etc) 4. Review my retirement accounts and see if I’m on track for retirement 5. Update my budget plan [...]