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.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Probate can be a completely public process, or it can be managed to include as little information as possible.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Imagine your ideal post-pandemic retirement with this animated video.