Personal Finance

·        Selecting a Financial Planner

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Forms/edu-008.pdf

·        Personal Financial Budget Worksheet

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Forms/edu-009.pdf

·        Insurance Needs Analysis Worksheet

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Forms/edu-010.pdf

·        Assembling Important Papers

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Forms/edu-005.pdf

·        Calculating Your Net Worth

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Forms/Calculating%20Your%20Net%20Worth%208-15-05.pdf

 

Terms of Call

• Minimum Standards of Compensation

http://www.nhpresbytery.org/pdf/2008minstd.pdf

• Accountable Reimbursement Plan Sample Agreement

http://www.nhpresbytery.org/pdf/Arp.pdf

Retirement Savings Plan- 403(b) Account

·        How to Set Up a 403(b) Retirement Savings Plan

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Booklets%20%26%20Brochures/RSP_EnrollmentKit.pdf

·        How Much Will My Savings Grow With a 403(b) Account?  Simple Savings Calculator

http://www.pensions.org/portal/server.pt?open=514&objID=453&mode=2

·        Risk Tolerance Calculator

http://www.kiplinger.com/tools/riskfind.html

Flexible Spending Accounts

·        What is a Flexible Spending Account for Healthcare Expenses (Section 125 Plan)?

http://web.pensions.org/Publications/pensions/Home/Forms%20&%20Publications/Forms/fsa-001.pdf

·        Flexible Spending Account for Childcare Expenses (Section 125 Plan)

http://www.aetna.com/fsa/data/Dependant_Care_Flexible_Spending_Account.pdf

·        Frequently Asked Tax Questions

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Booklets%20%26%20Brochures/Tax_active.pdf

·        IRS Publication 517 (Social Security Information for Members of the Clergy)

http://www.irs.gov/pub/irs-pdf/p517.pdf

·        Tax Guide for Ministers and Churches

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Booklets%20%26%20Brochures/tax-000.pdf

·        Section IV of Tax Guide for Ministers and Churches (tax forms and examples)

http://web.pensions.org/Publications/pensions/Home/Forms%20%26%20Publications/Booklets%20%26%20Brochures/tax-100.pdf