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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Even if you’re young and single, you should still consider protecting yourself.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Knowing your options when a CD matures can help you make a sound investment decision.
For homeowners who think their property taxes are too high, there are ways to appeal.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?