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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Sustain financial well-being or create wealth through these actions.
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Inventorying Your Possessions
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Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Get a snapshot of your overall financial picture by calculating your total net worth.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Estimate how much life insurance coverage may be appropriate for your situation.
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Here is a quick history of the Federal Reserve and an overview of what it does.
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Here’s a quick guide to checking to see if you have unclaimed money.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
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Agent Jane Bond is on the case, cracking the code on bonds.