Broker Check

Around the Office - April 2018

| April 19, 2018
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Financial Literacy Challenge!

Financial literacy is the ability to understand how money works in the world and the ability to make smart financial decisions. Financial literacy is one of those topics that traditionally has not been taught in school, but instead is disseminated at home. While this has worked for generations, the financial landscape today is more complicated than ever. Unfortunately, the level of financial education has not kept up with the level of financial complexity. At Rocco & Associates improving financial literacy education is at the core of our mission. Every day we educate clients on, not only their investments, but also their cash flow, debt management, and buy vs. rent (or lease) comparisons. April is National Financial Literacy Month, and as such, we ask that everyone reading this take time to ask more questions about your finances. How are your funds invested? What are you paying for financial advice? What is your monthly spending on debt interest (mortgage, car loans, etc.)? Having an understanding on your finances is vital to your long term financial success. Any questions for us? Don’t hesitate to give us a call!

Shredding Day!

We will be offering a free Shredding Day to kick off spring on May 18th from 10:00 A.M. – 1:00 P.M., at their office at 1248 Post Rd, Fairfield, CT. In addition, the firm will be encouraging all taking advantage of this FREE event to also donate suits, shirts, and other professional clothing items for both men and women to be distributed to local veterans through the Bethel, CT based organization Save a Suit ( Save a Suits’ mission is to assist our veterans preparing to enter back into the workforce during the job interview process.

Not a day goes by that we don’t read about another security attack that targets both individuals and businesses that compromises personally identifiable information. These attacks can lead to fraud, bank accounts being drained, and countless hours spent trying to rectify the breach with credit card companies and other professional service organizations you conduct business with.  A main source of these types of breaches is not properly disposing of personal information.  This could include but is not limited to credit card statements, financial records, estate planning documents, as well other sensitive mail that contains personal information.

CT Food Bank

Our firm has been a longtime supporter of the food bank’s initiatives, both through monetary donations and volunteering. One of the larger programs out of the Fairfield location is the assembly and distribution of lunches as part of the Kid’s Backpack Program. The organization partners with local public school systems, teachers, and staff to identify students who are at risk of hunger when they do not have access to school meals. These students are provided with kid-friendly food that is distributed discretely at school at the end of each week using their own backpack or one given to them. This past trip to the food back was our most successful yet, doubling our usual output and packing over 800 meals! If you would like to get involved in future trips please let us know!

Rocco & Associates team volunteering at the CT Food Bank

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