Four Step Financial Wellness Check Up
In this short webinar, Jim O’Bold, Ellen Daniels and Dr. Jerry Fox, CFP® share an excerpted piece created by Principal® that covers four key areas to consider in financial wellness. Afterwards, they answer questions posed by viewers and discuss useful tools available through Servant Solutions. We invite you to watch and contact us if you have your own questions you would like for our team to address. To view the entire video from Principal®, click here.
Market Volatility and Recessions 101 Webinar
In this short webinar, Jim O’Bold, Ellen Daniels and Dr. Jerry Fox, CFP® share an educational piece created by Principal® that covers many of the factors that determine a recession. In this webinar, you can learn the basics of our economy as well as steps you can take to minimize the effects of volatility on your retirement savings. We invite you to watch and contact us if you have your own questions you would like for our team to address.
Even with a tight budget, there are ways you can take good care of your pastor and provide a healthy compensation package. Jim O’Bold, Rev. Chuck Myricks and Rev. David Boots discuss structural changes that can give great benefit to your pastor’s well-being. They suggest methods that effectively increase a pastor’s realized income by reducing federal tax requirements.
Volatility is a measure of how fast and how far things move in the market. We know that market movement is a part of investing. Yet, market volatility can be disconcerting to our emotions. In this brief webinar, Dr. Brock Vaughters offers some strategies to help you deal with Market Volatility.
This tool to plan for retirement within the Servant Solutions Retirement Plan can provide advantageous tax results for many participants. Is it right for you? Or is the traditional pre-tax method a better option?
A webinar featuring John Staub of Remodel Health explaining some of the potential savings options as part of the American Rescue Plan of 2021.
Check out these shorter, informative videos to get a grasp on your current situation.
Smart Money Moves through the Decades
Each decade of life has its unique challenges and opportunities for writing your own story regarding your financial success. Servant Solutions wants to help you write a life story that has a positive ending through every stage of life financially. Each video below will take you through smart money moves you can make while in your current decade of life. As always, we invite you to reach out to us with any questions or if you would like a partner to walk alongside you while navigating this season of your financial life. Call us at 800-844-8983 or email us by clicking the button below.
in your twenties
Now is the time to establish sound financial habits that will follow you for life. Begin living with a budget, and start saving something – even if it’s only $50 a month.
in your thirties
In your 30s, evaluate your financial health and practices with the help of one of our financial advisers. Remember – it’s free to all of our members! Also, begin working towards the goal of contributing ten to fifteen percent of income to your retirement account.
in your forties
During your 40s…continue to revise your budget to keep meeting your retirement goals, including eliminating debt. Request a Financial Roadmap plan from Servant Solutions. It’s a FREE service as a member of Servant Solutions…and it’s available for you to revise and review as needed so you know where you stand on meeting your retirement goals.
in your fifties
The 50s decade is a great time to take advantage of your peak earning years…along with your “empty nest”…to max out retirement contributions. Make every effort to be debt free before you retire.
in your sixties
Those in their 60s are beginning to see the finish line for retirement! Establish a date for your retirement and determine when you’ll take social security benefits. And most importantly, be sure to sign up for Medicare when you turn 65 – even if you’re still working!
in RETIREMENT
Welcome to retirement! As much as you might like to think you’re done planning, it’s important to keep adjusting your sails as you navigate the retirement waters. This video discusses seven key challenges that can affect your financial security as a retiree. As always, we invite you to reach out to us with any questions or if you would like a partner to walk alongside you while navigating this season of your financial life.
Some thoughts on market volatility
Are you nervous about the high volatility in the market these days? Check out this video to gain some perspective. You may just find it is better to stay put with your current investment strategy and avoid a poorly timed decision.
Do you know if you're saving enough for retirement or are you just hoping for the best? There is a way to find out - contact us today!
Overcoming Obstacles
There is no question that it can be challenging to save for retirement. This video shows you just how beneficial saving even small amount regularly can be over time.
Our partners at Blue Trust have an excellent series of podcast videos designed to offer financial guidance within a biblical context. Empower yourself with these educational resources as we strive together to enhance the financial security of servants within the Church community. Click here to access these enriching videos and embark on a journey toward financial well-being: