Is Your Investment Strategy Working For You?
There are certain things you remember to do each year. You go for your annual physical, have your teeth cleaned and meet with your tax accountant. You renew your insurance policies and get your […]
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Video: Investment Questions During COVID-19
Today, Mike Callahan, CPA, CFP, MST, Director- Wealth Management at Sachetta speaks to some of the common questions investors are asking these days. While it may be tempting to respond to the dramatic day-to-day […]
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Aging Doesn’t Mean Old: Planning for the Middle Years of Retirement
When people talk about retirement and retirement planning, they tend to focus on two phases: the fun first years of freedom they’ll enjoy after work is done, and the end of their lives when […]
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Your Siblings Could be Your Retirement Risk
When we set financial planning goals, retirement savings and estate planning are two big priorities for many people. When it comes to retirement, travel, enjoying your home and treating your grandchildren might be part […]
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What Questions Should You Ask Your Financial Advisor?
If financial planning isn’t your area of expertise, meeting with your financial advisor can seem a little daunting. It shouldn’t – a reputable and professional advisor will make you feel comfortable and explain your […]
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Estate Planning Checklist
It’s the rare person who’s really excited to start estate planning. The process requires you to think about and talk about what you want to happen at the end of your life, which a […]
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Gift a Roth IRA to the Young Adult in Your Life
A teenager on the cusp of adulthood is likely thinking about where to go to college and which friends will be invited to their 18th birthday party, not saving for retirement. So if your […]
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Retirement Planning by the Decade pt 2
Your adolescence through your 40s is the time to lay the foundation for a solid financial future. Retirement planning gets more urgent once you reach 50. This decade in particular poses a number of […]
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Retirement Planning by the Decade pt 1
As your life, career and finances evolve, so should your retirement planning strategies. This isn’t a one-time process. Laying the foundation for a secure and satisfying retirement takes decades, and it starts earlier than […]
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If You Own A House You May Need a Trust
Many people believe a trust is only a vehicle for the ultrarich, but that’s not necessarily the case. There are three main reasons that having a trust makes sense if you own a house. […]
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