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.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

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 →

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

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July 30, 2010 @ 09:59 AM

Nasdaq Composite 2,238.04- 13.65
S&P 500 1,099.42- 2.11
Russell 2000 646.99- 3.44
10 Year Treasury Note 3+ 0.01

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