Wells Fargo Advisors Financial Network, LLC

At McCloskey Financial Group, we work to inspire families to meet lifelong goals.     We help you envision your goals and then use our experience to develop the strategies to help you achieve them.

Work, family, personal time, service to others … these are the cornerstones of a rich life.   Our clients put these first things first, knowing they have a steady hand at the wheel of their financial future.
Calculators

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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