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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.

Learn More

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.

Our commitment is to provide you with empowering financial guidance at every stage of life.

We combine a deep understanding of our clients’ values, a collaborative team approach, and cutting edge technology to simplify your life so you can focus on today, while we plan for tomorrow.

Discover the Rocco & Associates advantage!

+ Empowering Financial Guidance

+ Financial Strategies for Life

+ Life Management

+ Collaborative Team Approach

+ Cutting Edge Technology 

Helpful Content

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Tax Management Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

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File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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