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 [...]
Procrastination is the #1 reason for financial failure. Many find themselves in a vicious rotating cycle, as described below, of putting off financial matters that need to be done NOW. Could you be in this cycle? It’s January but we are just now getting over December, could we get this done in March? It’s March [...]
By Bob Barber, CWS®, CKA® A new year always gives us a fresh opportunity to accomplish the many things we have been meaning to do, but have been putting off. Do not feel alone, as we all tend to procrastinate when it comes to some things! It’s very easy to put off important things that [...]
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. [...]
