Who We Are
With more than 60 years of experience, we have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. We have the knowledge and skills of a big Wall Street firm, but are able to maintain personal relationships with our clients in over 20 states.
What We Do
At Rockport Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
How We Operate
What makes Rockport different from other firms is our commitment to helping clients achieve their financial goals through planning and a risk-managed investing approach.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are five facts about Social Security that are important to keep in mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here are 4 great, and sometimes unexpected, places to raise a family.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's a breakdown of how the federal government spends your tax money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
Do you know these three personal finance sayings?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women must be ready to spend, on average, more years in retirement than men.
When do you need a will? The answer is easy: Right Now.