Our Blog & Media
Welcome, Stay Awhile.
Helping You Better Understand Your Financial Needs and Investment Strategies
How the OBBB Could Affect Your Healthcare Situation
When it comes to retirement planning, long-term care is one of the most overlooked and expensive needs. And for many retirees, Medicaid has historically been a financial safety [...]
How Could the One Big Beautiful Bill Impact Taxes for Retirees?
The One Big Beautiful Bill (OBBB) includes several tax changes that directly affect retirees, especially how their Social Security is taxed, how much of their income is shielded [...]
Educating Pastors on Navigating Their Finances with Keely Rule and Bill Bunkley
Our Media LISTEN ON-DEMAND Educating Pastors on Navigating Their Finances with Keely Rule and Bill Bunkley Keely Rule, Principal Partner of Simplicity Guardian, joins [...]
A Pastor’s Guide to Navigating a Salary Conversation
Salary discussions can be sensitive, particularly for pastors who must balance financial needs with spiritual and communal responsibilities. Engaging in these conversations with a church board requires a [...]
Tips to Determine Your Retirement Lifestyle
Retirement marks a significant transition in life, offering the freedom to shape a lifestyle that aligns with your aspirations and financial capabilities. However, picking your lifestyle involves careful [...]
The Value of Staying Active in Retirement and How to Do It
Retirement marks a significant milestone in one's life, offering an abundance of free time that can be invested in hobbies, interests, and activities that promote physical health and [...]
Five Ways to Keep Your Mind Sharp This Year
Through the affiliated non-profit network of minsters, Guardian Promise, one of our key focuses is helping our clients understand the importance of living a healthy and balanced life. [...]
Navigating Housing Allowance in Ministerial Compensation:
For ministers in the United States, understanding how to properly include a housing allowance in their compensation is crucial for both tax compliance and maximizing financial benefits. This [...]
Why Your Church Should Adopt a Housing Allowance Resolution: A Guide for Ministry Staff
As a church leader or administrator, you're constantly looking for ways to support your ministry staff both spiritually and practically. One potentially effective method that can make a [...]
