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 Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Five creative (and inexpensive) ideas for motivating your employees.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Four vacation destinations you might never have thought of.
Don’t overlook the need for renter’s insurance if you rent your home.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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?
What if instead of buying that vacation home, you invested the money?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”