Our Blog & Media
Welcome, Stay Awhile.
Helping You Better Understand Your Financial Needs and Investment Strategies
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 [...]
Mastering the Transition to Your New Life in Retirement
Retirement marks a significant transition from decades of routine and responsibilities to a period of freedom and opportunity. It's a life stage that can be filled with joy, [...]
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 [...]
The Evolution of Clergy Housing Allowance in the United States: Balancing Tradition and Tax Law
The concept of a housing allowance for clergy in the United States is a fascinating intersection of religious tradition, tax law, and social policy. This aspect of clergy [...]
Caring for Clergy: Getting Practical and Personal
Our Media LISTEN ON-DEMAND Caring for Clergy: Getting Practical and Personal Jerry Whitley joins host Jamie Mitchell to discuss his path to financial services for ministers, [...]
Make Your Money Work for Your Retirement, Not the Other Way Around
While some people think of retirement as a time of leisure, many people often view retirement as a time of financial constraint and worry. We know that money [...]