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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Don’t overlook the need for renter’s insurance if you rent your home.
There are things about Social Security that might surprise you.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Building wealth requires protection from the forces of wealth destruction.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
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
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.