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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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The Economic Journey of Your Morning Coffee

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Earnings for All Seasons

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

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Principles that can help create a portfolio designed to pursue investment goals.

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The importance of life insurance, how it works, and how much coverage you need.

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Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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What if instead of buying that vacation home, you invested the money?

Retirement Redefined

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When do you need a will? The answer is easy: Right Now.

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