Piatchek And Associates, Inc.

 

 We help people achieve their dreams by creating, protecting, and enhancing wealth.

We help business owners eliminate the "what-ifs" that keep them lying awake at 2 o'clock in the morning staring at the bedroom ceiling.

It's your future...you earned it. Give us a call today at 417-881-7900 to schedule a meeting.

- John Piatchek, CLU, ChFC, CFBS   

 

 

We want your experience with us to be exceptional—from the way we answer the phone, to the cookies we set out for meetings, to the measurable results of the careful planning we do with you. Our pledge is to make every interaction positive and productive.

 

Click below to learn what we can accomplish together.

 

   Business Owners  

Individuals and Families

 

And visit our Learning Center for dozens of informative articles, hot-off-the-press (and archived) newsletters, animated e-seminar presentations, and interactive financial calculators. Scroll down for a taste...
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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