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.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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