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
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
44% of small businesses are victims of cyber attacks. Here’s how to protect yours.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Healthy habits are one of the greatest gifts to give your child.
Ascertaining the value of your business is important for a variety of reasons.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.