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MMBB Supporting Your Calling is Our Calling MonitorMMBB Supporting Your Calling is Our Calling

Supporting Your Calling Is Our CallingTM

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Managing Your Finances in Retirement: What to Do Now to Prepare

Here are some key steps and considerations you can look at now to help you manage your finances effectively later during retirement.

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Please Review
These Important 2024 Required Minimum Distributions Procedures

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Partners in Faith, Partners in Finance

We can help you keep your house in order. When it comes to Church Budgeting, Clergy Benefits Administration and Tax Reporting, you can trust MMBB to provide you with the tools to enhance your financial stewardship.

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No One Size Fits All Plans at MMBB.
We’re All About Serving You, Just as You Serve Others.

One-size-fits all may work for some things, but not with retirement benefits. No matter the size of your organization or your budget, we can create a cost-effective, customized retirement plan that meets your organization’s unique needs, and secures your staff’s future.

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No One Size Fits All Plans at MMBB.
We’re All About Serving You, Just as You Serve Others.

Have you worked with an MMBB Financial Planning Specialist?  If not, you’re missing out on a key benefit of your MMBB membership.  Discover how working with one of our CFP®s can help you achieve your financial wellness goals.

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No One Size Fits All Plans at MMBB.
We’re All About Serving You, Just as You Serve Others.

Compensation is not always easy to talk about, but that’s where MMBB steps in.  We’re experts in clergy compensation and explaining how it works together with the clergy housing allowance.  Reach out to us for valuable insights and resources on negotiating a fair compensation package so you can focus on serving God, your congregation and community.

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Compensation

No One Size Fits All Plans at MMBB.
We’re All About Serving You, Just as You Serve Others.

What We Offer

Benefits Plan

We can create a cost effective and customized clergy benefit plan that meets your unique needs and safeguards your staff’s future.

Financial Planning

MMBB Financial Planners carry the CFP Certification and will help you plan for a secure future.

Our Investment Funds

Everyone’s investment goals are different. We offer a diverse selection of investment options that allow you to invest how you want.

The MMBB Annuity

Choosing an annuity package can be difficult. MMBB’s Senior Benefits Specialists are here to guide you every step of the way.

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Why MMBB? Guidance for Wise Stewardship

Our ministry helps to bridge the gap between faith and finance. We provide retirement benefit packages specifically designed for churches and faith-based organizations. Many of our staff are people of faith like you, who understand the complex financial challenges you face daily.

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We’re on This Journey with You  

Our mission is all about your financial wellness. MMBB takes a holistic approach to assist you with the challenge of balancing your ministry and your money. Our team looks forward to helping you chart your personal course to financial well-being.

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WHAT OUR MEMBERS SAY ABOUT

Rev. Jose Manuel Magana and Mrs. Rosa Magana

Rev. Jose Manuel
Magana and Mrs. Rosa Magana

MMBB is an ally and resource. As a result of what we’ve learned from MMBB’s Strategic Pastoral Excellence Program (SPEP) We’ve remained out of debt and continued to save for retirement...

Rev. Sabrina Uzodinma

Rev. Sabrina
Uzodinma

Personally, I just got married a year ago, the reason I’m here is because we are trying to plan for our future. My biggest personal take away was okay good, we’re not too late to get started

Rev. Dr. AdrianBrooks

Rev. Dr. Adrian
Brooks

Preparing for your future financially is critical to bringing peace to a person as they operate through the profession. So, having MMBB manage those resources for a healthy future of mine takes that burden off of me so I can freely pastor, minister and serve in my community.

Rev. Jose Manuel Magana and Mrs. Rosa Magana

Rev. Jose Manuel Magana and Mrs. Rosa Magana

MMBB is an ally and resource. As a result of what we’ve learned from MMBB’s Strategic Pastoral Excellence Program (SPEP) We’ve remained out of debt and continued to save for retirement...

Rev. Sabrina Uzodinma

Rev. Sabrina Uzodinma

Personally, I just got married a year ago, the reason I’m here is because we are trying to plan for our future. My biggest personal take away was okay good, we’re not too late to get started

Rev. Dr. AdrianBrooks

Rev. Dr. AdrianBrooks

Preparing for your future financially is critical to bringing peace to a person as they operate through the profession. So, having MMBB manage those resources for a healthy future of mine takes that burden off of me so I can freely pastor, minister and serve in my community.

View All Testimonials

Insights from Our Financial Resource Center

With the hustle and bustle of your day-to-day life, making important financial decisions can be a challenge— especially when focusing on ministry. MMBB changes all that with our vast financial and church administration resources at your fingertips.

Managing Your Finances in Retirement: What to Do Now to Prepare

Here are some key steps and considerations you can look at now to help you manage your finances effectively later during retirement.

Read More Articles

MMBB News & Notes: Spotlight on Rev. Dr. Greg Mamula

Rev. Mamula and why building community is the foundation for better relationships in and out of church

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View All Resources

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