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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here are six flags that may make your tax return prime for an IRS audit.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There are common mistakes you can avoid when saving for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial professional about changes in your situation.