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 [...]
Bob My favorite summer activity is the same as a my wonderful wife’s, Rachael. We’ve been going to Keystone, Colorado for over 30 years now in the summer. Summer in the mountains means crisp cool mountain air, hiking numerous trails, mountain biking, fly fishing, fellowship with our Colorado clients and some time away from it [...]
Christian Financial Advisors Team Members Foster Kittens Through The Humane Society of the New Braunfels Area! By Jenna Barber-Peters Did you know that we are in the middle of kitten season? Because of the large amount of kittens entering local humane societies, foster homes are very important. Bob, Rachael, and I have been pulling up [...]
By Mary Jo Lyons, CFP® We have come so far, yet we still have miles to go. I am talking about the fight to end Alzheimer’s. It’s what most of us don’t want to think about, to talk about, and certainly don’t want to face. I am pleased that we are seeing more and more [...]
A Growing Team In our last newsletter, we welcomed Mary Jo Lyons to our team as a Wealth Advisor to serve the Houston and Corpus Christi area. We are very excited to be growing and expanding as we continue to serve our clients’ wealth management needs and help them have confidence in their future! Welcome [...]
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 [...]
