Steele Financial Services
At Steele Financial Services, we are pleased to provide you with a wealth of information in the form of newsletter articles, calculators, and research reports.
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. Most important, 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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
A few strategies that may help you prepare for the cost of higher education.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
At what point can you call a personal vehicle commercial?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?