Personal Account Login
Remit Online
Secure Document Upload
Contact Us
Jodi Hull
Five Saving Strategies to Consider

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.

Five Saving Strategies to Consider

Compensation Planning - Even When The Budget Is Tight

Compensation Planning - Even When The Budget Is Tight

Not only is Servant Solutions here to serve those individuals who serve, but also to serve the churches and organizations who employ those who serve. Our hope is to encourage each employer, no matter the size, that it is possible to honor their pastors and leaders, even if the budget is tight. We know too well the challenge of recruiting, retaining and rewarding people who will serve our congregations with excellence. We also want pastors to feel confident that their congregations value and care for them.

Housing Allowance in Retirement

Housing Allowance in Retirement

The Minister’s Housing Allowance is one of the key benefits provided by the tax code for credentialed ministers. Based on one simple line of tax code originally set forth in 1921, the allowance provides a powerful way for credentialed clergy to significantly save on their annual tax liability. This benefit extends into retirement if the distributions come from a church-sponsored 403b(9) plan.

Gathering Their Thoughts

Gathering Their Thoughts

Research shows that people who work with a financial planner have significantly more income, net worth, and retirement savings than those who do their own planning. Here are some thoughts from people who have completed the Financial Roadmap process through our resident Certified Financial Planner (CFP) at Servant Solutions, Bob Haymond.

Money Talks with Family

Money Talks with Family

Money can be a polarizing subject to discuss. We all have different perspectives, attitudes, goals, and habits when it comes to how we think about money and how we use it. Ultimately, money is a tool that we each have the opportunity to put to use for a more noble purpose. Conversations around the use of money can become even more divisive in the context of family. Our families see the best and worst of us, can love us the best and hurt us the most, and play a huge role in shaping what our lives ultimately look like. Conversations about money in the mix of family life can quickly highlight competing goals, desires, and attitudes. However, these conversations can also be an opportunity for a family to come together for a united purpose. Families that have conversations about money set themselves up well for handling the financial stresses of life that are sure to come.