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Articles

The Strategic Pastoral Excellence Program: Looking Back at the First Three Years

December 01, 2019

By now, many readers are familiar with MMBB’s Strategic Pastoral Excellence Program (SPEP), one of the initiatives launched

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Financial Planning Isn’t Just About the Future

Rev. Lauren Lisa Ng

June 01, 2019

The funny thing about the future is that it always seems so distant. As a kid, I could barely conceive of young adulthood

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Ask the CFP: “Get a Head Start: How You Can Prepare for the 2019 Tax Year”

James R. Cook, CFP®, MMBB Financial Planning Specialist

March 01, 2019

If you are like most Americans, you may not have thought about how the new tax laws would affect your tax return and refund

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Blogs

Ask the CFP – How should I manage my important documents? (Part 1)

October 05, 2020

The column where our staff of CERTIFIED FINANCIAL PLANNER™ professionals answers your financial planning questions returns.

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Ask the CFP – How should I manage my important documents? (Part 2)

October 12, 2020

Generally, a good rule of thumb is to keep financial records and documents only as long as necessary. For example, you

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Ask the CFP – How should I manage my important documents? (Part 3)

October 19, 2020

An easy way to prevent paperwork from piling up is to remember the phrase “Out with the old, In with the new.”

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Events

Oct
14

Webinar: Roadmap To Retirement - Starting Out (<50)

October 14, 2021 2:00 pm-3:00 pm

Event Type: Webinar

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Podcasts

Videos

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