Welcome to Rocco & Associates
Wealth Management, Inc.
Rocco & Associates Wealth Management ("Rocco & Associates") champions a family approach to investing. Fueled by a team of committed individuals who share in their clients' values, we work to provide sound investment guidance and Financial Strategies for Life.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The uncertainties we face in retirement can erode our sense of confidence.
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.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
However exciting retiring abroad may sound, it deserves considerable planning.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all of your choices when it comes to managing your taxable income?
There are things you can do to keep yourself safe when you lose your wallet.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.