Steve-e.com Financial Planning Investments and Life Insurance: The Principal Financial Group

How much money will you need to retire? Do you have a solid plan to get there?

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and reports.  We have built our business around personalized service. We are confident you can benefit from a personalized review.  To learn more, you can contact our office via email or telephone.  We will be happy to provide you the tools and experience necessary to help you work toward achieving your financial dreams.

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, estate planning, and wealth preservation strategies. Most importantly, we hope you see the value of working with professionals to pursue your financial goals.

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Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

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

More Calculators →

Newsletters

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

More Newsletters →