Educational Resources
Five Common Housing Allowance Mistakes
The minister’s housing allowance is one of the most valuable tax benefits available to clergy. Understanding these common pitfalls and how to avoid them…
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How to Update Your Housing Allowance Designation
Reviewing and updating your housing allowance each year keeps your tax planning aligned with your real-life expenses and reduces surprise and financial anxiety.
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The Importance of Diversification
Diversification is one way you can steward that plan wisely and protect your long-term investment strategy.
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Housing Allowance: What Every Minister Should Know
Housing allowance is among the most valuable tax benefits available to ministers, but it’s also one of the most misunderstood.
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Why Plan for Retirement?
Many pastors feel hesitant about retirement planning. No matter your age or stage of ministry, planning now matters.
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Understanding Your 1099-R
If you’ve received a 1099-R this tax season, you may be wondering what it is, why it arrived, and what you need to do…
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Preparing Pastors for the Future: Why Retirement Matters Now
Every pastor spends a lifetime pouring into people, preaching, counseling, visiting hospitals, leading through crisis, celebrating miracles. Yet when retirement approaches, many […]
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How Much Should Your Church Be Saving?
Unplanned expenses are inevitable. How prepared is your church for the next unexpected event that interrupts routine cash flow?
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5 Biblical Truths About Pastoral Retirement
At first glance, the Bible seems to be silent on the subject of retirement. However, the scriptures do contain a detailed account […]
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