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.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding the value of a home warranty.
Here are five facts about Social Security that are important to keep in mind.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
Are you ready for retirement? Here are five words you should consider.
If you died, what would happen to your email archives, social profiles and online accounts?