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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It's important to understand how inflation is reported and how it can affect investments.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Simple steps may help you foil hackers and protect your privacy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential capital gains taxes due on your transactions.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
When do you need a will? The answer is easy: right now.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.