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119 Grand Avenue
Suite A
Bellingham, WA 98225

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Steele Financial Services, Inc.

360-647-1739 x1

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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. 


Helpful Content

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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?

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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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

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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