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How do you want to live your life? How do you want to live your life? How do you want to live your life? How do you want to live your life?

Financial Strategies
for Life

Rocco & Associates specializes
in guiding our clients through
life’s transitions.

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Wealth Management
is Life Management

We believe that planning for your future
should encompass much more than
choosing investments.

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Family Approach
to Investing

We value family, integrity and honesty,
and enjoy working with clients who
share similar values.

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Welcome to Rocco & Associates
Wealth Management, Inc.

Our commitment is to provide you with empowering financial guidance at every stage of life.

We combine a deep understanding of our clients’ values, a collaborative team approach, and cutting edge technology to simplify your life so you can focus on today, while we plan for tomorrow.

Discover the Rocco & Associates advantage!

+ Empowering Financial Guidance

+ Financial Strategies for Life

+ Life Management

+ Collaborative Team Approach

+ Cutting Edge Technology 

Helpful Content

The Lowdown on Those Free Credit Scores

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

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

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.


Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Women and Retirement

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.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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