At Church Street Financial Services, we are committed to maintaining the highest standards of integrity
and professionalism in our relationship with you, our client. We endeavor to know and understand
your financial situation completely and provide you with only the highest quality information,
services, and products to help you reach your goals.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are six flags that may make your tax return prime for an IRS audit.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It's important to make sure your retirement strategy anticipates health-care expenses.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What kind of auto insurance should you have? Do you know?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.