The Retirement Planners

Plan to Retire? Plan your Retirement!

Preparing for retirement is probably the single most important financial concern most people have today.  Retirement costs are rising, the future of social security is uncertain, and many people have not accumulated the savings they will need for the retirement lifestyle they deserve. 

Are you on track for enjoying the retirement of your dreams?  Or do you need to improve your knowledge and acquire the know-how it takes to manage your money wisely and pursue your retirement goals? 

Don't wait any longer, call us today at 866-JSTEELE and let us help you!

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

More Newsletters →

February 08, 2010 @ 06:06 PM

Dow Jones Industrials 9,908.39- 103.84
Nasdaq Composite 2,126.05- 15.07
S&P 500 1,056.74- 9.45
Russell 2000 586.49- 6.49
10 Year Treasury Note 3.56- 0.04
Wilshire 5000 10,913.86- 91.70

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