Be Smart About Your Taxes

Tax planning in retirement is complicated. These resources can help:

• Download our 2025 Clergy Tax Return Preparation Guide (for 2024 Returns) to understand the law.
• Consider working with a Certified Public Accountant.

Visit Tax Resources for more information.

Essential Reads for Black History Month

Celebrate Black History Month with books by or about people of African descent from Church Publishing.

Creating Wealth

Fidelity’s multicultural hub provides tools, resources, and tips to help the Black community save more, build wealth, and create a financial legacy.

Clergy Tax Talk for 2024 Taxes

Learn about clergy tax rules, the clergy housing allowance, and related topics.

Replay the February 7, 2025 webinar for Retired Clergy
Download the presentation slides

Disaster Assistance

Find support resources contact information for your Church Insurance Agency Field Representative, disaster assistance from FEMA, and mental health resources.

Healthcare Simplified

Introducing Quantum Health – a new way to navigate your health benefits.

Safeguarding Your Assets in Retirement

Watch a replay from United States Securities and Exchange Commission representatives on how to protect yourself now and in the future.

Feeling Overwhelmed? We Can Help.

Check out the mental health resources available to you.