What Is Values Based Investing? Values based investing integrates Biblical guidelines with an investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. Helping Clients Make Informed Decisions Christian Financial Advisors provides potential and [...]
Christian Financial Advisors System Did you realize that you can check your account balances, access important documents and track your complete financial picture through the Christian Financial Advisors app on your smart phone or tablet? The CIS app gives you instant access to all this and more from anywhere. If you don’t already have the [...]
In Order To Get There, You Have To Know Where You Are Going By Mary Jo Lyons, CFP® Would you take a road trip without a map or GPS? Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – quite simply, it is a map [...]
The rise of automated “robo-investment” platforms—online services that use software programs to determine the user’s investment style and computer algorithms to manage and rebalance investment portfolios—have many investors wondering if this approach may be right for them. For certain investors, including young people just beginning to save, automated investment platforms can offer a lower-cost alternative [...]
It’s always best to retire with a comfortable cushion, but because of the tough economy and the volatile markets of the past few years, many Americans have had trouble saving enough. If you’re among them, you might consider the benefits of working a bit longer. The most obvious advantage is that it allows you to [...]
In a recent retirement planning study,* respondents were asked eight questions about retirement, including the estimated amount of savings they would need, what percentage of savings should be withdrawn each year, and how many years someone retiring at age 65 should expect to live in retirement. Not only did many miss the mark on these [...]
Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely - in a secure location: Birth/death certificates and Social Security cards Marriage Licenses and Divorce Decrees Pension plan documents Copies of wills, trusts, health care proxies/living wills and powers [...]
Christian Financial Advisors now offers corporate trustee services through a strategic relationship with Schwab*. You can protect your family’s financial legacy long after you are gone with a personal trust and appoint a corporate trustee for non-biased and professional management. What Are Some Benefits of Establishing a Personal Trust? A personal trust can provide a [...]
Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
You May Be Able to Give More than You Ever Thought Possible I meet people everyday who say they have very little left to give to the ministries they care deeply about. It’s not that they don’t want to give more, but they have limited cash from which to give. There is a deep misunderstanding […]
