Welcome to Rocco & Associates
Wealth Management, Inc.
Our commitment is to provide you with empowering financial guidance at every stage of life.
Discover the Rocco & Associates advantage!
+ Empowering Financial Guidance
+ Financial Strategies for Life
+ Life Management
+ Collaborative Team Approach
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all your options when it comes to managing your taxable income?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.