A generous new $6,000 deduction for seniors, plus changes to Roth conversions and Social Security breakeven math, could make earlier retirement income more strategic

While parsonages offer immediate housing solutions for pastors, they may inadvertently hinder long-term financial growth. This article explores the implications of parsonage living on retirement, taxes, and net worth, offering clear steps to build financial security.

Health insurance is one of the biggest questions early retirees face—especially for those retiring before Medicare eligibility. In this post, we walk through practical options like COBRA, the Health Insurance Marketplace, and spousal coverage so you can plan with clarity and confidence.

Most pastors need more than just small tweaks to their finances but big change starts with small, consistent steps. This post gives you five practical moves you can take this week to start building momentum toward financial health and peace of mind.

Many pastors wonder, “Am I saving enough for retirement?” With unique challenges like housing allowance changes and Social Security opt-outs, pastors need to plan wisely. This guide breaks down how much to save at each stage, plus practical steps to build a secure future—no matter where you're starting.

I've recently spoken with pastors who rolled their 403(b) funds into an annuity while still working—only to regret it later. What seemed like a great decision at the time turned into frustration as they uncovered fees, restrictions, and tax complications they didn’t fully understand. Before making a move, take a moment to consider the real cost of an annuity and whether better alternatives exist.

Many assume they’ll never need long-term care, but the reality is that costs can derail even the best financial plans. In this post, we’ll break down when long-term care insurance makes sense, when it doesn’t, and what alternatives are available.

Retirement savings may feel overwhelming, but starting now\u2014even small steps\u2014can lead to financial peace and stability. Learn why saving today matters and how to take action.

Have you opted out of Social Security as a pastor? Discover practical steps to protect your financial future, along with important considerations for anyone considering this decision.