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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Marriage changes everything, including your insurance needs.
Important items to consider when purchasing condo insurance.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
That big list of dreams and goals isn't the only way to look at your bucket list.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.