Taking Stock with Steele

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Taking Stock with Steele is our monthly newsletter where we share our insights and expertise. Our goal is to ensure that our clients are well informed of changes impacting our investment recommendations and local business decisions. We believe Knowledge Pays and we want our knowledge to help pay for you.

Previous Newsletters

Raymond James (USA) Ltd., member FINRA / SIPC.

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6 Key SECURE Act Takeaways for Individual Investors

02/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity

Are You and Your Partner on the Same Retirement Page?

02/11/2021
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

This SECURE Act Provision May Impact Your Year-End Planning

11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity // Tax Planning

The Psychological Side of Spending Your Retirement Savings

10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity

Why Contribute to a Roth IRA?

10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Protecting Your Social Security Payout

10/09/2020
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity