Steele Insurance Agency

06/03/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

06/01/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

05/29/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

05/28/2026

Your feedback means everything to our team at Farmers Insurance – Zachary Steele Agency!

If we’ve helped protect your home, auto, business, or family, we’d truly appreciate a quick Google review. Reviews help local families find an agency they can trust — and they help our small business continue serving the community we love.

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Thank you for supporting local!

05/27/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

05/25/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

05/22/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

05/21/2026

Social Security decisions are some of the most important retirement choices married couples will make.

A claiming strategy that seems “good enough” today could potentially cost tens of thousands of dollars in lifetime benefits later.

Things many couples don’t realize:
• Claiming early permanently reduces monthly income
• Higher-earner claiming decisions can impact survivor benefits
• Coordinating timing may help create more predictable retirement income
• Maximizing guaranteed income can reduce pressure on retirement savings

With people living longer than ever, creating reliable lifetime income matters.

Every couple’s situation is different — work history, age differences, retirement goals, taxes, and health considerations all play a role.

That’s why reviewing Social Security as part of a complete retirement income strategy is so important.

If you’d like to explore how Social Security fits into your retirement plan, our team is here to help.

📞 Steele Insurance Agency
🌐 SteeleInsuranceDallas.com

Securities offered through Farmers Financial Solutions, LLC, Member FINRA & SIPC.

05/20/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

05/18/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?