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.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For some, the social impact of investing is just as important as the return, perhaps more important.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
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.
What if instead of buying that home, you invested that money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.