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How do you want to live your life? How do you want to live your life? How do you want to live your life? How do you want to live your life?

Financial Strategies
for Life

Rocco & Associates specializes
in guiding our clients through
life’s transitions.

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Wealth Management
is Life Management

We believe that planning for your future
should encompass much more than
choosing investments.

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Family Approach
to Investing

We value family, integrity and honesty,
and enjoy working with clients who
share similar values.

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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.

 

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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