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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Purchasing homeowners insurance is critical for protecting your home.
A four-step framework for building a personal legacy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you find it hard to attain personal life goals, there’s an app for that!
It sounds simple, but paying yourself first can really pay off.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What if instead of buying that vacation home, you invested the money?
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A special needs trust helps care for a special needs child when you’re gone.