No matter where you are on your Retirement journey, Servant Solutions is here to help you plan with confidence. Here are five strategies to consider as you save and plan. Servant Solutions wants to be your life-long financial planning partner. We’re available with multiple tools and planning documents to help you arrive at your retirement years well-funded.
More than just a tax break, the Housing Allowance is a powerful provision that acknowledges the unique nature of pastoral work and offers ministers a meaningful way to steward their resources wisely. This benefit is not just available during active ministry but continues into retirement if distributions are taken from a qualified church retirement plan, like our 403(b)(9) plan at Servant Solutions.
When life is busy, it's easy to delay estate planning—but setting up a trust can offer significant benefits, like avoiding probate, protecting loved ones, and supporting ministry causes. Trusts are accessible to people at all income levels and offer more privacy and control than wills, with specialized options for charitable giving and special needs care. To learn more, visit the Utilizing Trusts page on our website and explore how a trust could support your legacy and values.
Does your organization merely have a leadership philosophy - displayed on company walls - or is leadership practiced, evident in daily actions? True leadership puts others first and creates a culture of care and encouragement. At Servant Solutions, this philosophy is not just embraced—it’s embodied through personal support, financial guidance, and a deep commitment to walking alongside ministry leaders through every stage of life.
As you serve others, it's essential not to forget the importance of managing your own financial health, especially when it comes to planning for retirement. One way to do this is by utilizing rollovers, a powerful tool that can make a significant difference in your long-term financial well-being. Read on to learn of some of the advantages gained from rolling accounts together.
Ministry is more than a calling—it’s a legacy. Every conversation, every moment of encouragement, and every lesson shared shapes the future of God’s Kingdom. As a leader, your greatest impact may not be in the sermons you preach or the programs you lead, but in the lives you invest in along the way.
With uncertainties surrounding Social Security, it’s more important than ever to build a solid retirement plan with multiple income streams. This blog explores the four key sources of retirement income while highlighting potential challenges, especially for ministers who opted out of Social Security. The good news? You don’t have to plan alone! Servant Solutions offers a free Financial Roadmap to help you clarify your goals and maximize your resources so you can enjoy a secure and fulfilling retirement.
