Financial Well-being

Saving Grace: A Guide to Financial Well-Being provides the text and tools clergy (active and retired) need to address the topics of saving, earning, giving, spending, and debt, along with helpful strategies for achieving a sustainable financial life. Participants can explore money management from a Wesleyan perspective helping clergy in all stages of life reach their personal financial goals.

Financial Guidance for Retired Clergy and Spouses

EY (formerly Ernst & Young) is a leading global financial services firm, that offers confidential, objective, and sales-free financial counseling at no charge to active participants and surviving spouses with an account balance in Wespath-administered plans, and to terminated and retired participants with an account balance of at least $10,000.

EY Financial Services

EY can provide unbiased advice on issues such as:

  • Wespath -administered plans and programs
  • Clergy Housing Allowances
  • Starting an effective retirement plan
  • Purchasing a home
  • Managing debt
  • Determining how much to save
  • Financing college education
  • Buying a car
  • Choosing your asset allocation
  • Purchasing life insurance
  • Estate Planning
  • Paying for children’s education
  • Understanding tax issues

Phone: 800-360-2539
Website: wespath.eyfpc.com
Email: fpc.admin@ey.com

Trusted Advisors – Legal and Trust Assistance

The Law Offices of Colin T. Smith
Colin Smith
(916) 563-7140
The Law Offices of Colin T. Smith

Hobson and Hobson
Michael Hobson, Partner
michael@hobsonandhobson.com
(415) 981-5100
Hobson and Hobson

HMS Law Group
Rebecca Gardner Moy
rgardner@hmslawgroup.com
(916) 252-0200
HMS Law Group

Tax Planning

Mary Popish, CPA
mpopishcpa@frontiernet.net
(916) 718-7601

Elder Specialists

  • Assets and Aging Assistance with Bob Scrivano:

    Helping California Seniors and Families Find, Afford and Secure Long-Term Care

    In a state where facility-based care costs thousands of dollars per month, and where tens of thousands of Baby Boomers are regularly outliving their ability to care for themselves, families are increasingly confronted with two important, often urgent, questions: 1) Who is going to provide ongoing care to our aging loved one? and 2) How is that care going to be paid for?

    Every year, hundreds of California families are impoverished by the costs of trying to care for an elderly loved one. Full-time wage earners become full-time unpaid caregivers in an effort to avoid facilities. Life savings are drained to exhaustion in an effort to pay facilities. Loving families are turned upside down by the logistical and emotional turmoil of either caring for a senior in need themselves or paying impossible rates for professional care.

    When it comes to the many challenges of aging and elder care in California, few have more knowledge and experience than Assets & Aging founder Bob Scrivano. If you are concerned about the costs of needed care for your aging loved one (or yourself), whether those costs are impending or already at hand, Bob is the person to chat with. Explore his website to access more information or give him a call so that you can discuss your family’s unique situation, get your questions answered and discuss any solutions that may apply.  https://assetsandaging.com/

  • AARP
  • Alzheimer’s Association
  • California Department of Aging
  • Center for Retirement Research at Boston College
  • National Council on Aging
  • State Agencies for Aging
  • Purple Door Finders