The Legend of St. Valentine Valentine’s Day draws its name from St. Valentine, a legendary and mysterious saint. According to one story, Valentine was killed when aiding Christian prisoners escaping from the clutches of Rome. In another legend, Valentine sent a letter to a young girl he was in love with, signing it “From your [...]
BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
Not a week goes by that I do not have a client mention they are thinking about buying a rental home to generate investment income. One of my favorite TV channels is HGTV. On many shows they make it appear so easy and profitable to own residential rental properties. However, they do not include the [...]
Bob is now among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today. Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical [...]
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 [...]
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. [...]
