Steffen Financial Group

Newsletters

Considerations When Making Gifts to Children

This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
Catalytic Converter Thefts Are on the Rise: Here’s Why

Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
Prepare Your Finances for the Next Emergency

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Concerned About Inflation? Consider TIPS

Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
Cost of Retirement

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

This calculator can help you determine whether you should consider converting to a Roth IRA.