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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

A Look at Diversification

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

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Will Power

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

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

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

Paying Off a Credit Card

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

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Making Your Tax Bracket Work

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

Your DNA Test

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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