A Bucket Plan to Go with Your Bucket List

Mission Statement

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.

 

Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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