Rochester Wealth Strategies

Rochester Wealth Strategies Holistic financial planning for those nearing retirement.

06/02/2026

Retirement investors didn't let inflation or market volatility deter them from socking away a record average of 9.6% of their pay in the beginning of 2026. The average employer match was 4.8%, leading to a combined record 14.4% savings rate in 401(k) plans.

05/29/2026

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

05/22/2026

Creating a plan that works in retirement means creating a plan that works for you and your specific needs and lifestyle.

05/15/2026

by Dominic Garcia

Thank you to all who attended our client appreciation event! We always enjoy the opportunity to connect and spend time w...
04/29/2026

Thank you to all who attended our client appreciation event! We always enjoy the opportunity to connect and spend time with those we’re so grateful for.

04/21/2026

Act soon to maximize benefits or minimize hits from last year’s tax changes, especially for charitable deductions, 529 accounts and withholding.

04/14/2026

By Mike M Skoric, CFA®

04/08/2026

The real story isn’t the ceasefire but how it came together and what happened soon after in the stock market

03/31/2026

So far the fall in share prices has been small given the scale of disruption. Here are some of the supports keeping them aloft.

Address

439 S. Main Street , Suite 250
Rochester, MI
48307

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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