Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely - in a secure location: Birth/death certificates and Social Security cards Marriage Licenses and Divorce Decrees Pension plan documents Copies of wills, trusts, health care proxies/living wills and powers [...]
Christian Financial Advisors now offers corporate trustee services through a strategic relationship with Schwab*. You can protect your family’s financial legacy long after you are gone with a personal trust and appoint a corporate trustee for non-biased and professional management. What Are Some Benefits of Establishing a Personal Trust? A personal trust can provide a [...]
We are pleased to announce Mary Jo Lyons, Certified Financial Planner (CFP®), has joined Christian Financial Advisors as a Wealth Advisor to serve the Houston and Corpus Christi areas beginning June 1st. With over 20 years of experience in the investment industry and as a Certified Financial Planner (CFP®) since 2004, Mary Jo brings extensive [...]
We are so pleased to share that this May marks the 15 year anniversary since Nathaniel Morris joined the CIS team! Nate has been such a blessing to our office, and our clients tell us the same thing. We appreciate his excellent work and dedication to taking care of our clients! Check out other articles [...]
Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
Memorial Day is unofficially the day that kicks off summer! It is often confused with Veteran’s Day because of their military similarities. While Memorial Day is a time of remembrance of men and women who died while serving, Veteran’s Day celebrates all American military veterans who served - past, present, and future. People may only [...]