Author name: Steven Neeley, CFP®

is a financial planner with Fortress Capital Advisors, a registered investment advisor offering retirement planning and wealth management services in the State of Indiana and other jurisdictions where registered or exempted. Main office: 5699 E. 71st St., Ste. 9A , Indianapolis, IN, 46220. Tel: (317) 210-3727.

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How Much Do I Need to Retire?

Steven Neeley, CFP® / May 22, 2023

Introduction Type “How much do I need to retire?” into a search engine and you’ll be inundated with offers from […]

Market Update: September 2022

Steven Neeley, CFP® / October 8, 2022

Market Update September 2022 Can someone please make it stop? September, traditionally the worst month of the year for the

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Health Savings Accounts

Steven Neeley, CFP® / October 8, 2022

By Steven Neeley, CFPÂ® A recent Kiplinger article talked about some of the biggest regrets that retirees have, and one

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Are Annuities Attractive right now?

Steven Neeley, CFP® / September 12, 2022

By Steven Neeley, CFPÂ® According to a recent article in Financial Advisor Magazine, total U.S. annuity sales increased by 22%

Market Update August 2022

Steven Neeley, CFP® / September 12, 2022

Market Update August 2022 There was a period during 2020 and 2021 spanning about 6-8 months in which the financial

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