Dates To Remember! SINGLE LADIES VALENTINE'S LUNCH - SATURDAY, FEBRUARY 13KINGDOM ADVISORS TRAINING CONFERENCE - FEBRUARY 16-19 (OFFICE CLOSED WITH EMAILS AND PHONE CALLS MONITORED FREQUENTLY) Income Tax Strategies With tax season upon us once again, Bob has written a 13 page report called “27 Income Tax Strategies for 2015/2016” which is available HERE. By taking [...]
A Verse For The New Year! Isaiah 43:19 See, I am doing a new thing! Now it springs up; do you not perceive it? I am making a way in the desert and streams in the wasteland. 5 Financial Areas to Focus on in 2016 Start The Year Off Right With a new year comes [...]
All of the following strategies are not applicable to everyone, and none should be used without first seeking the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation. Some strategies are applicable only for business owners. These are noted with a double asterisk **. […]
Isaiah 9:6-7 For to us a child is born, to us a son is given, and the government will be on his shoulders. And he will be called Wonderful Counselor, Mighty God, Everlasting Father, Prince of Peace. Of the greatness of his government and peace there will be no end. Dates To Remember DECEMBER 24TH [...]
Dates To Remember NOVEMBER 12th - Habitat For Humanity Project (Office Closed 8am - 12pm) NOVEMBER 19th - Income Tax Strategies at Alamo Cafe, San Antonio TX, SIGN UP HERENOVEMBER 26th & 27th - Office Closed for the Thanksgiving HolidayDECEMBER 4th - Client Christmas Party at the Barber's Home, LEARN MORE HEREThankfulThankfulBy Bob Barber 1 [...]
*Guarantees are subject to the claims-paying ability of the issuing insurance company Dates To Remember October 29th - Guaranteed Retirement Income Strategies November 12th - Habitat For Humanity Project (Office Closed 8am - 12pm) November 19th - Income Tax Strategies at Alamo Cafe, San Antonio TXDecember 4th - Client Christmas Party; location TBD Click below [...]
This year to date and especially over the last 4-6 weeks the markets have acted in a way that can definitely play with one’s emotions. This chart is one we have been using for years that shows how emotions can cause a person to buy at the top of the markets and sell at the […]
We All Have Different Gifts God gives all of us different gifts and strengths to help one another. Some of us are teachers, doctors, nurses, carpenters or mechanics. Others are architects, artists, entertainers, pastors, engineers or protectors (police, fire, military). While others are veterinarians, managers, leaders and everything in between. And let’s not forget about […]
Several months ago we bought some baseball caps to give away with our company name and logo on them. On the weekends I usually wear mine on one of my weekly visits to Lowe’s, McCoy’s or Home Depot, or down in Rockport fishing. I’m constantly asked, and I quote, “What is Wealth Management?” CIS staff […]
Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.
