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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are five facts about Social Security that are important to keep in mind.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
An inside look at how marginal income tax brackets work.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that home, you invested that money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.