Invest & Retire

Managing your finances to make the best use of what God has given you.

  • Converting 529 Plan Assets to a ROTH IRA

    Putting money into a 529 Plan can be a very tax-efficient way to pay for future tuition for a child or grandchild (also known as the plan beneficiary). However, since 529 Plan rules allow for significant savings over multiple years, sometimes the child’s account ends up with more funds in it than they need for […]

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  • 5 Biblical Truths About Pastoral Retirement

    At first glance, the Bible seems to be silent on the subject of retirement. However, the scriptures do contain a detailed account regarding the retirement of the priests who facilitated worship and ministry surrounding the temple. The Israelite tribe of Levi was set apart to be priests and facilitators of worship in the Jewish temple […]

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  • 10 Options for Church Boards to Consider Regarding Retirement Benefits

    The Bible teaches us that pastors are God’s gift to the church (Ephesians 4:11-12). Although the church as a whole is expected to care for a pastor, most churches delegate that stewardship to the church board.

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  • Biblically Responsible Investing

    CEP is honored to partner with Cornerstone Management for investment management of our Charitable Gift Annuity and Charitable Trust assets. Additionally, Cornerstone Management serves as our Investment Advisor for all Endowment Funds managed by CEP. In this article, Winters Richwine, COO at Cornerstone, discusses Biblically Responsible Investing.

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  • Preparing Financially

    Too many pastors get to the last chapter of their career and aren’t prepared for the future outside of ministry. Learn how younger pastors should prepare now for retirement and what seasoned pastors need to do to prepare these next generation leaders.

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  • Estate Planning

    Most of us hear the word ‘estate’ and think it only applies to the wealthy. Darren Mullenix explains how estate planning is applicable to everyone and how you can use the 4 P’s to help determine how to start an estate plan.

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  • Where’s the Time Gone? – 5 Steps to Save for Retirement Today

    It may not surprise you to know that a large majority of Americans are unprepared for retirement. After all, many of us don’t feel any urgency surrounding our retirement until it’s right around the corner.

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  • 5 Retirement Realities

    While the average person plans to retire, he doesn’t always take the time to think through each step needed to reach that goal. With many aspects to consider, some important matters may fall by the wayside. Below are several considerations which should be remembered when planning for retirement…

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  • 5 Beneficiaries for Your Retirement Account

    When naming beneficiaries on a retirement account, the most popular options are spouse, non-spouse individuals (including children, grandchildren, or friends), trust, will or estate, or charity…

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