Dealing With Life’s Transitional Moments

Dealing With Life’s Transitional Moments

Everyone Needs To Determine Their Financial Staying Power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about whether there will be enough money to maintain your lifestyle. The timing [...]
It’s In There

It’s In There

By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]
Smarter Giving Equals Greater Giving

Smarter Giving Equals Greater Giving

When we give to charity, most of us give cash, meaning the funds in our checking or savings accounts.  We give cash because it’s what charities ask for, it fits our paradigm, and it’s easy.  However, cash generally represents only a small portion of wealth in America, so there is much more to think about [...]
Text Messaging With CIS Now Available

Text Messaging With CIS Now Available

We are excited to announce that you can now text the team at CIS Wealth! As we continue to improve and develop our customer experience we have added another convenient way you can reach us. See the text numbers below to reach us. Please remember that any written requests to withdraw funds need to be [...]
Every Podcast Episode To Date

Every Podcast Episode To Date

We recently passed our 1 year anniversary of producing our weekly podcast “Christian Financial Perspectives”. As a financial advisor with the heart of a teacher, I'm always looking for ways to share what I've learned over the past 35 years in business. As I began listening to different podcasts a few years ago on my [...]