Steele Insurance Agency

10/16/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

10/14/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

10/12/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

10/09/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

10/07/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

10/05/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

10/02/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

10/01/2026

🏆 We have officially crowned the first-ever Steele Insurance Agency Producer of the Month!
Congratulations to Edwin for earning the title and becoming the first name on the board.

This isn’t an attendance award. Producer of the Month is earned through production, consistency, and taking care of clients—and Edwin put in the work to claim it.

The GOAT trophy officially has its first home. 🐐🏆
Now comes the fun part: Can Edwin defend it, or will someone take it off his desk next month?

Congratulations, Edwin. Well earned.

EARN IT. DEFEND IT. BE THE GOAT.

09/30/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

09/28/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.