Kelly Steele Investments

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and wealth preservation strategies. Most important, we hope you see the value of working with skilled professionals to help pursue your financial goals.

We’re here to help educate you about the basic concepts of financial services; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Cost of Retirement

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

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.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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.

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