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 [...]
Check out other articles from our October/November Newsletter YEAR END TAX STRATEGIES LEARN MORE BAPTIST ASSOCIATION MEETINGS LEARN MORE WEALTH MANAGEMENT UNIVERSITY LEARN MORE RITZ CARLTON TRAINING LEARN MORE STAFF CHRISTMAS TRADITIONS LEARN MORE TIPS FROM ATHENA LEARN MORE
We pray you and your family enjoy this wonderful holiday season. Happy Thanksgiving and Merry Christmas from the families of Christian Financial Advisors! Dates To Remember NOVEMBER 24-25 - THANKSGIVING HOLIDAY - OFFICE CLOSEDDECEMBER 26 - CHRISTMAS HOLIDAY - OFFICE CLOSEDJANUARY 2 - NEW YEAR'S HOLIDAY - OFFICE CLOSED Check out our E-Newsletter Sections below!
By Athena Translated by Jenna Peters The people at the Christian Financial Advisors office were really busy last month going to Baptist Association Annual Meetings almost every weekend and speaking at church and ministry meetings! I sniffed around to try to figure out why they were staying so busy and here’s what I dug up. [...]
Bob A tradition I have had forever, that my family laughs at me about, is the way I go shopping on the afternoon of December 24th. I always get to see all my buddies doing the same thing - walking around in a daze - all wondering what to get our family members. I usually [...]
Bob and Rachael have always been so impressed with the service they have received at Ritz-Carlton hotels and resorts over the years. They have always wanted to bring the experience to our clients, and teach the staff how to give that type of service as well. Ritz-Carlton actually has a course where they teach businesses [...]
Bob and Nathaniel attended Wealth Management University on the University Of Texas Campus for a week in October. Bob started the CWS-Certified Wealth Strategist program last year and has been going through all the classes during 2016. He has now completed all the study materials and only has to write and submit a 45 page [...]
