Our Blog & Media
Welcome, Stay Awhile.
Helping You Better Understand Your Financial Needs and Investment Strategies
Balancing Conviction and Practicality in Ministry Retirement
Managing a ministry's financial future means balancing practical stewardship with individual employee needs. For years, forward-thinking church leaders faced a trade-off when selecting 403(b) retirement plans: choose low-cost, [...]
403(b)(9) ERISA Exemption
Providing a practical retirement plan helps ministry leaders balance operational expenses with support for pastoral and administrative staff. A properly governed Section 403(b)(9) church plan serves as a [...]
Fulfilling Stewardship and Fiduciary Duties Through a 403(b)(9) Retirement Plan
Ministry organizations carry an important responsibility to manage their resources wisely while providing care for the individuals who dedicate their lives to serving others. Church leaders consistently face [...]
Horsepower vs Speed: Understanding Risk Capacity and Risk Tolerance
Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the [...]
Components of Long-Term Tax Strategy
Many church leaders view taxes as a recurring administrative burden or something to handle once a year. However, because of the unique “hybrid” tax status ministers hold, a [...]
Retirement Alert: The Mandatory Roth Catch-Up Rule of 2026
If you're a high-earning employee age 50 or older, a critical change is coming to your workplace retirement plan that requires immediate attention. The SECURE 2.0 Act of [...]
A Second Chance at Financial Independence
Religious leaders spend their lives serving communities, offering guidance, comfort, and moral strength to uplift those who need it most. But when it comes to retirement, many clergy [...]
Understanding 403(b) Rules and Strategies for Church Employees Nearing Retirement
If you’re a church employee, minister, or work for a church-affiliated organization, chances are your retirement plan is a 403(b), and more specifically, a 403(b)(9) plan. While it [...]
3 Financial Red Flags Church Leaders Shouldn’t Ignore
For pastors, clergy, and church administrators, serving others often comes before everything else, including personal financial planning. Yet ignoring your own financial health can create challenges that affect [...]
