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.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Marriage changes everything, including your insurance needs.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Gaining a better understanding of municipal bonds makes more sense than ever.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
The true cost of raising a child may be far more than you expect.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Do you know how to set up your financial goals for success? This knight does.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Doing your research is key before buying a vacation home.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.