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119 Grand Avenue
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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 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.




Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you what they are?

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

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

Estimate Your RMD

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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