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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?