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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
A quick look at how federal income taxes work.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A few strategies that may help you prepare for the cost of higher education.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
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.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
There are nearly 1,200 ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
How will you weather the ups and downs of the business cycle?