Streamline Financial Services

Streamline Financial Services Retirement Income Planning and Investment Strategies for Chicagoland.

Are you having second thoughts about your retirement savings or your current investments?

We will take a look at your current investment situation and strategies and offer a second opinion, at no cost or obligation.

If you would like to find out more about how we might be able to "streamline" your finances, please email us.

Toby Meisenheimer, Financial Advisor
Calculators

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.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

More Newsletters →