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How to Set Savings Goals

How to Set Savings Goals

Setting clear, specific savings goals is one of the best ways to achieve your financial objectives, but it’s a task many people struggle with. Unfortunately, establishing savings goals is a bit more complex than simply choosing a random number and hoping you can eventually set aside that much cash. Below is a simple, seven-step plan… Continue Reading

News and Announcements – November 2016

News and Announcements – November 2016

Keep Saving after Retirement Just because you’re retired doesn’t mean you should stop saving. Carefully managing your money and looking for ways to save will help ensure you remain financially fit during retirement. Consider these tips: Construct a financial plan. Create a financial plan detailing how much money will be obtained from what sources and… Continue Reading

How to protect your most cherished possessions

How to protect your most cherished possessions

If you’re like most people, there are certain items you own that you can’t imagine ever losing—possessions you deeply cherish or those that would be impossible to replace due to the cost of re-purchasing them or simply because they’re irreplaceable. While your homeowner’s insurance is invaluable for covering the loss or destruction of many of… Continue Reading

Extinguish the Risk of Arson

Extinguish the Risk of Arson

Arson in and around churches and religious organizations is alarming, and unfortunately it’s more common than you might think. Of the 34 fires at churches and other religious institutions every week in the United States, five are set intentionally, according to the National Fire Protection Association. Three of those five cause major structural damage. Additionally,… Continue Reading

5 Risks Directors and Officers Face

5 Risks Directors and Officers Face

Directors and officers play prominent roles within many nonprofits’ management or leadership structure – they are appointed or elected to effectively unify, run and operate the organization. With their roles comes a lot of responsibility – and personal liability risk. To avoid being blindsided by costly claims, it’s important to be aware of the top… Continue Reading

Should You Contribute to a Retirement Plan or IRA? Or Both?

Should You Contribute to a Retirement Plan or IRA? Or Both?

If you’re eligible to contribute to an employer-sponsored retirement plan, should you? Should you contribute to an individual retirement account (IRA)? How about contributing to both? The answers are: Yes, yes, and yes. If this comes as a surprise, it’s probably because there are so many rules about eligibility for contributing to IRAs and workplace… Continue Reading

Help Beneficiaries Avoid IRA Mistakes

Help Beneficiaries Avoid IRA Mistakes

While annual contributions to IRAs are still relatively modest, the ability to roll over 401(k) balances to an IRA can result in significant IRA balances. Thus, in addition to retirement planning vehicles, IRAs are becoming estate planning tools for individuals who won’t use the entire balance during their lifetimes. If you are in that situation,… Continue Reading