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Why You Should Care About Estate Planning

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Published: 01 April 2024
Picture Estate Planning

A 2024 Caring.com study shows that 40% of Americans don’t think they have enough assets to create a will. The number of people who have a will has declined by 6% since 2023, which is the first decrease in estate planning rates since 2020.

Regularly reviewing your beneficiary designations to ensure they align with your current wishes and circumstances can prevent complications and disputes down the line and ensure that your assets are distributed as intended.

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Feel Financially Secure in Your Service to Others

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Published: 01 April 2024

If you are pouring yourself entirely into serving your congregation, you may be neglecting your own health and financial well-being. Whether you are just beginning your career in ministry or have been serving in the UCC for decades, it’s important for you to have a strong financial foundation from which to answer your calling so you can prioritize your community’s needs without the fear that your most basic needs are at risk.

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2023 Annual Report Online Magazine

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Published: 28 March 2024
To request a print copy of the Annual Report, contact [email protected]. Please include your name and postal mailing address in the request.

Are You on Track for Retirement?

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Published: 27 March 2024

A 2023 study by YouGov.com reveals that “two in five U.S. adults (43%) lack confidence towards their retirement provisions. This sentiment is especially pronounced among Gen X, where nearly half (48%) express doubt about their financial future. Unsurprisingly, the Silent Generation, the vast majority of whom are already in their retirement years, show the greatest confidence, but it’s still only half feeling secure about their retirement finances (48%).”

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Reviewing Investments: An Important Step in Retirement Planning

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Published: 26 March 2024

Did you know that 47% of adults in the U.S. lack confidence when investing?

According to a 2023 study conducted by Unbiased.com, only 17% of the respondents said they were confident investors.

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