Can You Have a Roth and Traditional IRA? Should You?
Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So does contributing to a Roth IRA. Both kinds of accounts have tax benefits and drawbacks; both kinds of accounts […]
read more
What You Need to Know About Stock Options and Taxes
Stock options can be a highly profitable part of your portfolio. As long as you stay with your employer and the company performs well, you may be able to secure a significant profit within […]
read more
Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals
Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money this year. It’s one of several tax […]
read more
What are Stock Options, and How Do They Work?
The first time you’re offered stock options, you may have no idea what to do with them—or even how stock options work. Companies often offer stock options as part of an employee’s compensation package. […]
read more
Bonds vs. Bond Funds: How They Differ and Which One’s Right For You
Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start, a bond is something you can buy on your own, while […]
read more
Matching Your Life Insurance to Your Phase of Life
As your life evolves, so do your life insurance needs. There’s no one “right” kind of life insurance to buy at a certain age; we can’t tell you what kind of death benefit you […]
read more
Meet Dale Mitchell
Dale is an Administrative Assistant with Sachetta Callahan since 2012. How did you come to work at SC? I was working as a licenced Realtor in 2007, so as the economy and real estate […]
read more
Estate Planning Can Help Build Generational Wealth
You’ve probably heard the phrase, “You can’t take it with you.” And to some extent, that is true. Cash and real estate won’t be much use to you after you’ve passed. However, if you […]
read more
Meet Diane Fabbo
Diane has been an Administrator with the firm since 1999 and is now the Office Manager. How did you come to work at SC? I have had a couple of little jobs but I […]
read more
Asset Management vs. Wealth Management: What They Are, and Which One(s) You Need
If I were to ask you to define asset management vs. wealth management, the question might give you flashbacks to some particularly difficult SAT comprehension questions. They might sound like two terms that mean […]
read more