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Healthy Winter Fun
Cold weather can wreak havoc on your immune system and participating in winter sports could result in injury.

Tax Form Information
One of the most common questions we get this season is "how do I find my 1095-B form for health insurance?"

To obtain that form, you will need to contact your insurance company directly. They do make it available online and may also mail it to you. You can log in to your member portal with your insurance company to download it, or call them using the number on the back of your ID card. 

**Please be advised that CFI does not prepare taxes or give tax advice. If you have more questions about your 1095 forms, please visit the IRS page HERE.**
Protect Your Loved Ones
How much life insurance do you need? 
Are your beneficiaries up to date? 
Does your spouse have life insurance? 
What about your dependents?

These are all questions your Advisor can help answer. To do some discovery on your own, a great resource is, where you can learn about the types of life insurance and easily calculate your needs. The best bet is to review your plans every year with your Advisor. 

Give yourself peace of mind - call us today for a quick life insurance review. 

Spotlight: Children's Mental Health 
Children's mental health problems are real, common and treatable. 

Although one in five children has a diagnosable mental health problem, nearly two-thirds of them get little or no help.

Untreated mental health problems can disrupt children's functioning at home, school and in the community. 
Without treatment, children with mental health issues are at increased risk of school failure, contact with the criminal justice system, dependence on social services, and even suicide.

Parents and family members are usually the first to notice if a child has problems with emotions or behavior. Your observations, along with those of teachers and other caregivers, can help determine whether you need to seek help for your child.

Many resources exist, READ MORE

If you need help determining how mental health is covered under your medical benefits, contact your Advisor. 

Always Improving

As an ongoing effort to improve our services, we find it vital to hear from our clients about their experience with us.  How has CFI helped you? Is there anything we can do to make your experience better?  Click the options below to share! 

Jim Roesch, 
CEO and Chief Visionary Director