16501 Northcross Drive
Suite A2
Huntersville, NC 28078

Christian Financial Services

704-895-5400

 
Where Is the Market Headed? Retiring the 4% Rule Should You Tap Retirement Savings to Fund College? Will You Pay the AMT?

Welcome to Christian Financial Services

Our firm believes that every financial decision should be made with the purpose of preserving and expanding God's Kingdom.

Our mission is to guide each of our clients to hear Christ say, "Well done, good and faithful servant".  (Matthew 25:21)

Feel free to browse our site.  It will not only introduce you to our firm's philosophy and services, but also to a variety of calculators, newsletters and educational materials - all designed to keep you up-to-date on financial issues, strategies and trends.Thank you for visiting our site. We look forward to serving you.

 

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Choosing a Mortgage

Choosing a Mortgage

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

 

How Income Taxes Work

A quick look at how federal income taxes work.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Home Mortgage Deduction

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment Strategies for Retirement

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

Tax Management Strategies

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Other Sure Thing

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.

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