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While many retired clergy choose to enjoy their well-deserved season of rest, some seek ways to continue nurturing their spiritual calling.
Have you experienced any major life changes since the last time you looked at your retirement plan? Life changes such as marriage or divorce, buying or selling a house, having a baby or sending your children to college all have an impact on your ability to save. Did you or your spouse change jobs or receive a promotion? Has there been a significant change in your health? Or perhaps you inherited a large sum of money that changed your net worth? Changes that affect your current and future financial situation should all be considered when you review your retirement plan.
This is also a good time to review the beneficiary designations on your retirement accounts to ensure that they reflect your current wishes. It is especially important if your marital status has changed. With most employer-sponsored plans, your spouse is automatically your plan beneficiary unless he or she waives that right in writing.
Once you take any life changes into consideration, you might want to reassess your retirement savings needs. Have your retirement goals changed? Do you want to travel in retirement, relocate, perhaps start your own business or work part-time? Have you or your spouse’s healthcare needs changed? Once you have clarified your goals, do you need to adjust your savings or investment strategy?
As an MMBB member, our CERTIFIED FINANCIAL PLANNER™ professionals are available to meet with you and answer your questions at no additional cost. They can help you determine your risk tolerance, examine your asset allocation and rebalance your investment portfolio if necessary. To learn more contact us at [email protected] or 800.986.6222.
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Translations of any materials into languages other than English are intended solely as a convenience to the non-English-reading public. We have attempted to provide an accurate translation of the original material in English, but due to the nuances in translating to a foreign language, slight differences may exist.
Las traducciones de cualquier material a idiomas que no sean el inglés son para la conveniencia de aquellos que no leen inglés. Hemos intentado proporcionar una traducción precisa del material original en inglés, pero debido a las diferencias de la traducción a un idioma extranjero, pueden existir ligeras diferencias.
MMBB Financial Services is pleased to unveil our new website experience.
Watch a guided tutorial of our enhanced site to introduce you to important new features designed to help you live your life with financial confidence.
You will be linking to another website not owned or operated by MMBB. MMBB is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by MMBB of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from MMBB.
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