CIS Wealth is now Christian Financial Advisors: Same Team, New Name.CLICK HERE >>

Do you need a Wealth-Inheritance-Legacy Plan?

Do you need a Wealth-Inheritance-Legacy Plan?

As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.

Creatived Giving – PART 6 – The Donor Advised Fund Continued

Creatived Giving – PART 6 – The Donor Advised Fund Continued

THE DONOR ADVISED FUND Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long […]

Creative Giving – Part 5 – The Donor Advised Fund

Creative Giving – Part 5 – The Donor Advised Fund

Do you want to leave a financial inheritance or a financial legacy? For what do you want to be remembered? For the temporal material possessions a financial inheritance could buy for your children? OR, the eternal value a financial legacy could provide for God’s Kingdom as well as to your children, grandchildren and great-grandchildren?

Creative Giving – Part 4 – The How

Creative Giving – Part 4 – The How

In parts one and two of this series, we discussed in detail why we should give. I encourage you to go back and read the previous posts in the series. Last week we started on how to give financially, thinking beyond just giving from what’s in your checking or savings account. I’ve included the chart […]

Creative Giving – PART 2 – The Why

Creative Giving – PART 2 – The Why

Last week I began a new series on Creative Giving and covered Part 1 of “Why do we give?” In this series I really want to challenge you to think differently about giving. Everything we have accumulated over the course of our lives can be used strategically for a positive impact now and after we’re […]

Creative Giving – PART 1 – The Why

Creative Giving – PART 1 – The Why

For the next several weeks I will be focusing on creative giving. First, I will lay out the foundation of the “why” to give and later share the “how” to give from what God has entrusted to us. In this series we will explore how we can go beyond giving just the cash in our […]

5th Principle of Biblical Wealth Management: Financial Planning Part I

5th Principle of Biblical Wealth Management: Financial Planning Part I

If you ask ten different people what financial planning is, you may very well get ten different answers. That’s because financial planning is very complex and covers many diverse areas. From my 29 years of experience here are 12 different areas of financial planning I personally see on a daily basis that need addressing. I […]