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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Apps that help small business owners better manage and grow their business.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you explored all your options when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.