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.”

4 min read

Comprehensive Financial Planning: Seven Elements to Address

Navigating the uncertainties of life can be challenging, but with comprehensive financial planning, you're not just preparing for the unknown—you're taking steps to pursue your goals no matter what the future holds. Whether it's addressing the...

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4 min read

How Behavioral Finance Informs Investment Decisions

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

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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.

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529 College Savings Plan: Pros, Cons and Alternatives

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

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

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

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

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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)

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

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3 min read

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

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

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3 min read

New Retirement Plan Distribution Rules as of January 1st

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

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4 min read

Discussing Finances with your Spouse or Partner

As children we are often taught that talking about money is rude. You don’t ask someone how much...

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4 min read

How the SECURE Act 2.0 May Change Employer Retirement Plans

There’s been an overwhelming amount of news to keep up with over the last few years. So if you...

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3 min read

How to Think About Employee Stock Options as Part of Your Financial Future

Many people don’t know quite how employee stock options fit in with their larger financial goals....

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