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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
2017 Year in Review
Take a look at this 2017 Market Recap.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Regardless of how you approach retirement, there are some things about it that might surprise you.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
2018 could be shaping up to be an interesting year.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.