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

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Invest in Exchange Traded Funds?

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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