Your Trusted Partner for All Investment Issues
In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. Our firm is committed to developing solutions that are on target with your needs, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation.
What distinguishes us
Expert advice that achieves optimal results: Learn more about the practices that set us apart from the rest. McCloskey & Associates, is your trusted source for investment guidance.
What we do
McCloskey & Associates, focuses on providing sound financial advice for businesses and for individuals. We take an integrated approach that takes into consideration what is most prudent and beneficial for you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Learn when it may not make sense to file a claim on your home insurance.
Here's a breakdown of how the federal government spends your tax money.
Ascertaining the value of your business is important for a variety of reasons.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.