Financial Strategies for Wealth Creation & Accumulation
Whether you want to grow and preserve your estate, ensure the continuation of your business or create an employee benefit program to attract and retain executive talent. Our team at Rocafort can help achieve your goals. With more than 35 years of experience in assisting our clients to build and preserve financial legacies with the highest standards of quality and integrity. Our specialists deliver leading edge strategies designed to help maximize results and help protect against loss of assets and income. Our association with leading financial and risk management firms enables us to provide value-added services to our clients.
We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Do your insurance needs stay the same when the nest empties?
Here are six flags that may make your tax return prime for an IRS audit.
For homeowners who think their property taxes are too high, there are ways to appeal.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
Here’s a quick guide to checking to see if you have unclaimed money.
Make your retirement as exciting as your next vacation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.