Comprehensive Financial Consultants

Today we celebrate Flag Day, and encourage everyone to visit the Field of Honor at Ivy Tech Community College Bloomington. The display will be open to the public for one week.

Thank you Exchange Club of Northside Bloomington, Indiana for bringing this moving display back to our community.

Happy Saturday - start it off with a cup of ☕ coffee and "Your Money with David Hays" at 9:00 am on 📻 98-7 The Zone

As the Great Wealth Transfer begins (with Baby Boomers passing along their assets to children and grandchildren), many families are starting the gifting process ahead of schedule. David will discuss gift taxes and how to properly manage the process.

Also... it was announced this week that the already-expected Social Security shortfall has crept up - now to late 2032. The Wall Street Journal reported this week that "unless Congress shores up the retirement program, the depletion of reserves would trigger a 22% reduction in benefits in late 2032." David will be discussing what this means for retirees and future retirees and what Congress needs to do to fix the situation.

Plus - last week's job's reported the economy added 172,000 jobs in May - more than double what economists had expected. What does that mean for the "big picture?"

Listen online at TheZoneBloomington.com or on the air at 98.7 FM.

A reminder that the second annual Field of Honor, presented by the Exchange Club of Northside Bloomington, Indiana, will host a special ceremony on Saturday, June 13 at 3:30 pm. Ivy Tech Community College Bloomington will host the ceremony and week-long display of 500 🇺🇸 US flags.

For more information, visit https://www.healingfield.org/event/bloomington-in-2/

Join David Thursday evening at a special start time - 5:30 pm - for this week's episode of "Your Money with David Hays" on 98-7 The Zone!

It was announced this week that the already-expected Social Security shortfall has crept up - now to late 2032. The Wall Street Journal reported this week that "unless Congress shores up the retirement program, the depletion of reserves would trigger a 22% reduction in benefits in late 2032." David will be discussing what this means for retirees and future retirees and what Congress needs to do to fix the situation.

Also this week - as the Great Wealth Transfer begins (with Baby Boomers passing along their assets to children and grandchildren), many families are starting the gifting process ahead of schedule. David will discuss gift taxes and how to to properly manage the process.

Plus - last week's job's reported the economy added 172,000 jobs in May - more than double what economists had expected. What does that mean for the "big picture?"

Listen online at TheZoneBloomington.com or on the air at 98.7 FM.

South College Avenue will be closing at the end of June for a few weeks, as the Bloomington Convention Center finishes the walkway over the street.

Details on the closure, and rerouting to our office, can be found in our latest blog post - https://www.cfci.us/blog/south-college-closure-june

Happy Monday! The office looks a little different this morning… 🔨🚧👷🏼‍♂️👷🏽‍♀️👷🏾🧰🪛

Our office is beginning Phase II of our 🚧 remodeling 🚧 - our reception area and front conference room are getting facelifts.

We appreciate your patience as we get ready for new and improved spaces in our office.

Join us, Ivy Tech Community College Bloomington and Exchange Club of Northside Bloomington, Indiana for the Field of Honor opening ceremonies on Saturday, June 13 at 3:30 pm. Five-hundred flags will be on display at the Ivy Tech campus off West 3rd Street, and the display is free and open to the public. The display will be up for approximately one week.

Learn more - https://www.healingfield.org/event/bloomington-in-2/

🇺🇸

This weekend on 98.7 The Zone - it's an encore of "Your Money with David Hays" and the latest Q&A Show! David and Jim Inman bring a variety of questions to the airwaves, including:
❓️How are estates taxes in Indiana?
❓️Should retirees still own stocks?
❓️How to roll over a portion of an IRA to a Health Savings Account (HSA)
❓️Is paying off a mortgage before retirement a smart move?

Listen to 98.7 FM at 9:00 am Saturday or catch the online replay - https://www.thezonebloomington.com/

Happy Birthday to Tyler Holloway! Ty is part of the CFCI investment team, working as a portfolio manager assistant. When he's not home with his wife, you'll likely find Ty involved in some type of design plan or woodworking 🪚 project.

Please join us in wishing Ty a 🎈 very 🎉 happy 🥳 birthday! 🎂