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119 Grand Avenue
Suite A
Bellingham, WA 98225

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Steele Financial Services, Inc.

360-647-1739 x1

 
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Steele Financial Services

At Steele Financial Services we hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Information on this website is here to help you gain a better understanding of the financial concepts behind retirement planning, investments, legacy planning, education planning, cash flow and debt management, business planning and family risk management through newsletter articles, calculators, and research reports. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.




Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

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

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Annuity Comparison

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

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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.

Rightsizing for Retirement

What does your home really cost?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Safeguard Your Digital Estate

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

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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