MMBB Financial Services

MMBB Financial Services and Puerto Rico. Our plan options can be customized for you, your church, and your staff. Our ministry provides sound financial tools and resources.

MMBB Financial Services provides flexible, affordable retirement benefit plans, certified financial planning and financial guidance to clergy and others who work in churches and faith-based organizations throughout the U.S. At MMBB, we believe that financial wellness is achievable no matter where a person is on their financial journey. We manage $3 billion in assets and have been an indispensable partner for pastors and churches for over 100 years and counting.

08/21/2026

You’ve got mail — and now, you can listen too. 🎧

The Tomorrow Newsletter brings timely financial insights, practical guidance, and helpful resources straight to your inbox.

And with the new audio feature, selected articles can now go wherever you do — in the car, on a walk, between meetings, or whenever reading has to wait.

Insights for today. Guidance for tomorrow.

Subscribe to Tomorrow today at MMBB.org

Living single can offer independence and flexibility—but it can also mean carrying the full responsibility for financial...
08/20/2026

Living single can offer independence and flexibility—but it can also mean carrying the full responsibility for financial decisions on your own.
From managing everyday expenses and building an emergency fund to planning for insurance, health care, and the future, thoughtful preparation can help create greater confidence and stability at every stage of life.
Our latest Tomorrow Newsletter article, “Understanding the Unique Financial Realities of Living Single,” explores practical ways to strengthen your financial foundation and plan with intention.
Click to read more!
https://www.mmbb.org/resources/e-newsletter/2026/julyaugust/understanding-the-unique-financial-realities-of-living-single

08/14/2026

You’ve got mail! 📬

Get thoughtful insights for today and practical guidance for tomorrow delivered directly to your inbox with the Tomorrow newsletter.

Each edition brings together financial education, stewardship resources, and timely perspectives to help you stay informed and plan with greater confidence.

Subscribe today at MMBB.org

Church administration is evolving—and preparation is an act of faithful stewardship.Explore three important trends affec...
08/13/2026

Church administration is evolving—and preparation is an act of faithful stewardship.

Explore three important trends affecting today’s churches:

• Compensation packages that go beyond salary
• Employee vs. independent contractor classification
• Payroll automation and compliance

Learn how informed leadership can help your church reduce risk, support clergy and staff, and strengthen its administrative foundation for tomorrow.

Read the article:


https://www.mmbb.org/resources/e-newsletter/2026/julyaugust/preparing-for-tomorrow-three-church-tax-payroll-and-hr-trends-to-watch?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6a7dd1c019e419838b7b0083

What shaped the markets in July—and what could it mean for your financial journey?Explore the latest market performance,...
08/12/2026

What shaped the markets in July—and what could it mean for your financial journey?

Explore the latest market performance, economic trends and key developments in MMBB’s July Market Summary. Staying informed can help you approach your financial future with greater confidence and perspective.

Click to read the full July Monthly Market Review:

https://www.mmbb.org/personal-finance/the-financial-planning-process/monthly-market-review-july-2026?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6a7ca25dbdb022667f65a81a

What if we’ve been asking the wrong question about retirement?Instead of wondering, “What will the market do?” perhaps w...
08/12/2026

What if we’ve been asking the wrong question about retirement?
Instead of wondering, “What will the market do?” perhaps we should ask, “What can I control.” None of us can predict future market returns, inflation, or how long we’ll live. But we can control our savings habits, spending decisions, and whether lifestyle inflation quietly steals our future financial freedom. A successful retirement isn’t built on perfect market returns—it’s built on flexibility, disciplined saving, and a plan that can adapt as life changes.
At MMBB, we offer members financial planning at no additional cost as a benefit of membership. If you're an MMBB member who needs help with your retirement plan, contact an MMBB financial planning specialist.

As we begin a new week, may we remember that renewal doesn’t always come from doing more—it often begins with placing ou...
08/10/2026

As we begin a new week, may we remember that renewal doesn’t always come from doing more—it often begins with placing our hope in God.
When we feel stretched by responsibilities, decisions, or financial concerns, Isaiah 40:31 reminds us where lasting strength is found. Trusting in the Lord gives us space to rest, reset, and move forward with renewed purpose.
This week, may you find peace in God's presence, wisdom in your decisions, and strength for every step ahead.
“But those who hope in the Lord will renew their strength.” — Isaiah 40:31 (NIV)

Summer means more people are spending time outside and staying active. With the beautiful weather and countless activiti...
08/07/2026

Summer means more people are spending time outside and staying active. With the beautiful weather and countless activities available, it's important to have fun while also taking precautions.
Whether you're preparing to go on the water or hiking on a trail, read “Enjoy Summer Without the Risks” for practical tips to help you stay prepared all summer long.

Visit https://www.mmbb.org/resources/news/2026/august/enjoy-summer-without-the-risks to read the full article.

August is Make-A-Will Month—a timely reminder that creating a will is about more than distributing possessions. It is an...
08/06/2026

August is Make-A-Will Month—a timely reminder that creating a will is about more than distributing possessions. It is an opportunity to care for the people you love, clearly communicate your wishes, and shape the legacy you hope to leave behind.

No matter your age or stage of life, having a plan can bring greater peace of mind and help protect your family from unnecessary uncertainty.

Click the link to read our article Why You Need a Will, to learn why this important step should be part of your financial and estate planning.

https://www.mmbb.org/resources/church-executive-articles/2022/october/church-executive-why-you-need-a-will?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6a710221b1bccb7eec906a15

$1.25 trillion. That’s the amount of credit-card debt Americans carried in the first quarter of this year—the highest fi...
08/05/2026

$1.25 trillion. That’s the amount of credit-card debt Americans carried in the first quarter of this year—the highest first-quarter balance ever recorded. Even more concerning, over 13% of credit-card balances are now at least 90 days delinquent, the highest rate in 15 years.

This isn’t just a debt problem—it’s a financial wellness challenge. As inflation and high interest rates strain households, more families are relying on credit simply to cover everyday expenses. Healthy financial habits, seeking help early, and having a plan can make the difference between temporary setbacks and long-term financial stability.

A financial planner may be able to assist you. At MMBB, we offer members financial planning at no additional cost as a benefit of membership. If you’re an MMBB member, contact one of our financial planners for details.

https://www.mmbb.org/resources?category=financial-planning&utm_name=sked&utm_source=instagram&utm_medium=social&utm_content=sked_6a7101c9acfd6cb061358b8f

Address

475 Riverside Drive, Suite 1500
New York, NY
10115

Opening Hours

Monday 9am - 4:45pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18009866222

Website

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