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 [...]
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 [...]
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 [...]
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 [...]
My good friend Steve Ally, who was integral in the formation of America's first Biblically based mutual fund, The Timothy Plan, died on September 26, 2019 at the age of 55 after a long battle with cancer. Many of you met Steve over the past 25 years when he came multiple times to our area [...]
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 [...]
Our podcast continues to be released weekly with content created with you in mind! All our podcast episodes are available on our podcast website www.christianfinancialperspectives.com. You can listen to “Christian Financial Perspectives” anytime on any iPhone, Android, or smart phone while driving, exercising, cooking, or performing virtually any activity! Here are some of our episodes. [...]
One crucial component to building a personally appropriate financial portfolio is making sure your investment risk tolerance matches the correct portfolio structure. Do you know your investment risk tolerance and understand how it fits into structuring an investment portfolio to match your true goals? We are able to use a Risk Score to further analyze [...]
By Mary Jo Lyons, CFP®, CKA® Don’t turn your back on wisdom, for she will protect you. Love her, and she will guard you. Proverbs 4:6 A common goal for many parents and grandparents is for their children and grandchildren to learn how to master their money and not have money master them. Leaving a [...]
Would you take a road trip without a map or GPS? Financial planning is the process of wisely managing your finances to help you achieve your dreams and goals – quite simply, a map to help get you to the financial future you desire. And just like maps and GPS data has to be updated [...]
