Broker Check
 

Around The Office - August 2019

| August 01, 2019
Share |

Your Money

One of the most difficult parts of our role as advisors is to talk to new clients about money. Most people are trained that money is just one of those things that doesn’t make polite dinner conversation, and in most new client relationships, that is a barrier we must cross. In these early discussions we try to remind our clients, and what we want to remind everyone this August, is that money is a tool. It does not keep this Earth spinning, nor does it keep our feet on the ground (that would be gravity!). However, like most tools, money doesn’t maintain itself. It requires knowledge, skill, practice, and maintenance to keep it sharp and working for you.

All August we are going to be focusing our content on the knowledge and skills you need to keep your money sharp, which are: an understanding of your cash flow, a plan to save for your financial goals, and a mastery of your debts. It is our belief that only once you master where your money is coming from, and where it is going, can you fully utilize your money as a tool to work toward achieving your financial aspirations. In addition to the great content we will be sending your way all month, we also have a number of tools at our disposal to help you gain that clarity, including MoneyGuidePro, which is our financial planning software that many of you are using. Don’t hesitate to reach out to start the process today!

2nd Annual Fairfield Police Sunset 5k – Presented by Rocco & Associates - A HUGE Success!

You no doubt saw the social media posts and press coverage of our 2nd Annual Fairfield Police Sunset 5k that was held on July 24th.  Now that the books are closed, we are happy to report that it was a huge success.  The firm was the presenting sponsor of the event which raised funds for the two chosen charities, the Fairfield Police Union Scholarship Fund and the Friends of the Bigelow Center for Senior Activities, a board which our own Eric Johnson volunteers his time on.  The weather was perfect and we had nearly 1000 participants who were treated to a flat and fast course and a post-race food truck rodeo that included Colony Grill, Taco Loco, along with refreshments provided by Sierra Nevada and much more. There were games, a kid’s race, balloon twisting and a host of promotional items being distributed by the numerous sponsors. Eric partnered with Lieutenant Keith Broderick of the Fairfield Police Department to organize this and it turned out to be a truly hyper local event with careful strategic planning across several town agencies.  We had so much fun giving back as a firm that we have already set the date for next year.  Wednesday, July 22nd, 2020…mark your calendars and we look forward to seeing you all there!

401K Grab N’ Go Event September 18th!

When was the last time you received professional guidance on your company sponsored retirement plan? Do you know what you are invested in? Are you on track to meet your retirement goals? At Rocco & Associates Wealth Management we aim to simplify your life. On September 18th stop by Colony Grill from 5:00pm – 7:00pm and drop of your retirement plan documents (401k, 403b, SEP/Simple IRA etc.), and walk out with a hot pie. Our team will review your documents and reach back out at a later date with recommendations. It’s that easy! No documents? You can come just to ask questions on how to get this valuable process started!

Share |