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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are things about Social Security that might surprise you.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Investors seeking world investments can choose between global and international funds. What's the difference?
$1 million in a diversified portfolio could help finance part of your retirement.