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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Here are five facts about Social Security that might surprise you.
There are nearly 1,200 ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.