financial planning Archives - Church Executive

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financial planning Archives - Church Executive

Financial planning: what you can expect during your meeting with a financial planner

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January 1, 2018 at 9:48 am.

By Rev. Dr. Patricia L. Hunter, CFP® Making the decision to meet with a financial planner or advisor can help you focus on putting your own financial house in order and is an important step towards achieving financial wellness. A financial planner can work with you to help determine your long and short term goals […]

Roadmap to a sound financial future

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capital plan, church refinancing, energy efficiency, energy reduction, financial planning

October 3, 2017 at 2:13 pm.

By Matthew Swain, RS For many years, a congregation in the central valley of California, the breadbasket of America, thrived by serving a cross-section of the American population — from migrant workers to white-collar business professionals and everyone in between. This particular parish was built back in the 1960s, outgrew existing spaces, and added buildings […]

A year-end financial review helps focus on your financial goals

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clergy retirement, clergy retirement planning, clergy savings, financial planning, retirement planning for pastors

April 17, 2015 at 1:43 pm.

The statistics on Americans and retirement planning are staggering. More than half of us do not know how much we will need to live a comfortable retirement, and 60 percent have saved less than $25,000. For clergy, the economics of retirement can be even more challenging.