Rooney, Schmidt and Associates, Inc.is a comprehensive financial services firm committed to helping our clients pursue long-term financial success. We take a holistic approach to our clients’ financial lives and endeavor to provide ideas that address life’s ever changing financial challenges. This model has provided our clients with the highest quality in financial services since 1993.
Our firm provides services to both business and individuals. A wide range of financial services offers the client the opportunity to obtain a seamless approach to their financial challenges. The various segments of an individual’s or business’ finances are interrelated. It is more likely that optimal results can be obtained by coordinating tax, investment, credit and insurance strategies.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (516) 742-5680. We look forward to hearing from you.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Don’t overlook the need for renter’s insurance if you rent your home.
It sounds simple, but paying yourself first can really pay off.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A four-step framework for building a personal legacy.
Earnings season can move markets. What is it and why is it important?
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate