Eric Sachetta

Eric Sachetta, ChFC®, CFP® is a Certified Financial Planner™ practitioner and focuses on financial planning and client relationship management. Eric believes that estate planning provides an opportunity to “look at all things that you value, see how they fit together, and make choices to balance everything and to maximize the things you want to do.”

3 min read

What to Do When the Market Is Down: A Calm Approach to Market Volatility

Picture of Eric Sachetta Eric Sachetta: Jun 10, 2025

What to Do When the Market Is Down: A Calm Approach to Market Volatility

Wealth Management
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2 min read

5 Wealth Management Principles for Business Owners

Picture of Eric Sachetta Eric Sachetta: Oct 23, 2024

As a business owner, navigating the future of your enterprise is a journey filled with...

Wealth Management
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Two female friends sitting at a cafe having coffee. Here are some things to consider when choosing a wealth manager.

4 min read

How to Choose a Wealth Manager

Picture of Eric Sachetta Eric Sachetta: Jul 25, 2024

Choosing the right wealth management advisor for you is an important decision when it comes to your...

Wealth Management
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Mother helping son with homework sitting at desk In bedroom. Comprehensive financial planning provides peace of mind for families like this.

4 min read

Comprehensive Financial Planning: Seven Elements to Address

Picture of Eric Sachetta Eric Sachetta: Apr 26, 2024

Navigating the uncertainties of life can be challenging, but with comprehensive financial planning,...

Financial Planning
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4 min read

How Behavioral Finance Informs Investment Decisions

Picture of Eric Sachetta Eric Sachetta: Jan 31, 2024

Some people have a misconception that successful investors must be highly rational and logical....

Financial Planning
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A mother and a young child embrace. Parents of young children should learn about 529 College savings plans as part of their college saving planning.

4 min read

529 College Savings Plan: Pros, Cons and Alternatives

Picture of Eric Sachetta Eric Sachetta: Nov 13, 2023

Considering the projected costs of a college education over the next few decades, it could cost...

Investing
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Happy couple walking down a country road with their bulldog. Crypto Crash

3 min read

Crypto Crash Lessons: Don’t Invest What You Can’t Afford to Lose

Picture of Eric Sachetta Eric Sachetta: May 15, 2023

2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic...

Investing
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A smiling retired couple goes for a new year’s day walk down a city street with lights after talking about their diversification strategy.

4 min read

What’s Your Diversification Strategy? (And Why It Matters)

Picture of Eric Sachetta Eric Sachetta: Jan 11, 2023

There’s a good reason the proverb “don’t put all your eggs in one basket” is so often used when...

Investing
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3 min read

What to Consider When You’re Going to Invest an Inheritance

Picture of Eric Sachetta Eric Sachetta: Oct 17, 2022

You’ve grieved your loss, waited patiently through the estate administration process, and you’ve...

Investing
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3 min read

New Retirement Plan Distribution Rules as of January 1st

Picture of Eric Sachetta Eric Sachetta: Feb 10, 2022

The start of a new calendar year always brings changes to the tax code. This year, new retirement...

Financial Planning
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