Now is a good time to get started on your annual financial review. Are you on track toward achieving your financial goals?
An article recently published on the Ministers Missionaries Benefit Board (MMBB) website, 7 Tips For Your Year-End Financial Review contains a checklist of simple year-end tips to get you started. Most of the items can be accomplished quickly, but the benefits can last a lifetime.
The seven tips are:
- Review your progress to your financial goals
- Update your personal investment policy
- Review your portfolio's current asset allocations
- Rebalance your assets
- Allocate assets effectively
- Increase your contributions to your 403(b) plan
- Set up a meeting with your financial advisor.
An annual financial review is an important part of the financial planning process. It gives you an opportunity to revisit the components of your financial plan and review your resources, goals and priorities to see what has changed.
This is an ideal time to meet with your financial planner. If you don't have a financial plan, now is the time to schedule an appointment with a Certified Financial Planner professional.
MMBB offers financial planning services at no cost to members as a benefit of membership. Call 800.986.6222 or send an email to firstname.lastname@example.org to learn more.
Get Spirit-filled content delivered right to your inbox! Click here to subscribe to our newsletter.
Help Charisma stay strong for years to come as we report on life in the Spirit. Become an integral part of Charisma’s work by joining Charisma Media Partners. Click here to keep us strong!
Dr. Mark Rutland's
National Institute of Christian Leadership (NICL)
The NICL is one of the top leadership training programs in the U.S. taught by Dr. Mark Rutland. If you're the type of leader that likes to have total control over every aspect of your ministry and your future success, the NICL is right for you!
FREE NICL MINI-COURSE - Enroll for 3-hours of training from Dr. Rutland's full leadership course. Experience the NICL and decide if this training is right for you and your team.Do you feel stuck? Do you feel like you’re not growing? Do you need help from an expert in leadership? There is no other leadership training like the NICL. Gain the leadership skills and confidence you need to lead your church, business or ministry. Get ready to accomplish all of your God-given dreams. CLICK HERE for NICL training dates and details.
The NICL Online is an option for any leader with time or schedule constraints. It's also for leaders who want to expedite their training to receive advanced standing for Master Level credit hours. Work through Dr. Rutland's full training from the comfort of your home or ministry at your pace. Learn more about NICL Online. Learn more about NICL Online.