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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
Knowing the rules may help you decide when to start benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A few strategies that may help you prepare for the cost of higher education.
Bonds may outperform stocks one year only to have stocks rebound the next.
An increasing number have been developed to help individuals with their personal finances.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate the potential capital gains taxes due on your transactions.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all of your choices when it comes to managing your taxable income?