Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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.

Helpful Content

Historical Inflation

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

View all articles arrow

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

View all calculators arrow

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow