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
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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Understanding the value of a home warranty.
If you find it hard to attain personal life goals, there’s an app for that!
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.