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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Tax preparation may be the perfect time to give the household budget a check-up.
Gaining a better understanding of municipal bonds makes more sense than ever.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.