McCullough and Associates, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our customized solutions are designed to help our clients improve their long-term financial success while delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (417) 883-1212. We look forward to hearing from you.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A four-step framework for building a personal legacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When to start? Should I continue to work? How can I maximize my benefit?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?