Steele Financial Services
At Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Six overlooked tax deductions to help manage your tax bill.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are 4 great, and sometimes unexpected, places to raise a family.
What can be learned from the savings rate?
Even if you’re young and single, you should still consider protecting yourself.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.