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!
Learning Center
  • 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.

Calculators

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 →

Newsletters

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →

Market Watch

September 09, 2010 @ 05:26 PM

Dow Jones Industrials 10,415.24+ 28.23
Nasdaq Composite 2,236.20+ 7.33
S&P 500 1,104.18+ 5.31
Russell 2000 634.62+ 0.37
10 Year Treasury Note 2.62+ 0.05
Wilshire 5000 11,500.10+ 46.75

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