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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Bonds may outperform stocks one year only to have stocks rebound the next.
The item most homeowners forget on their home improvement project checklist is insurance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Don’t overlook the need for renter’s insurance if you rent your home.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?