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

Investing Advice for Young Professionals

As you start to climb professionally, putting money into investments lets you start to climb financially, too. Investing wisely at the start of your working life is one way to help have the option to retire early—or to afford whatever adventures...

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4 min read

Estate Planning Can Keep Assets in the Family

Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families...

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3 min read

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...

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4 min read

Which College Savings Account is Right for Your Family?

There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of...

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4 min read

Financial Literacy and Kids: What to Teach Kids about Money and Saving

As parents, you teach your kids thousands of lessons over their childhoods. You teach them to spell...

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3 min read

Social Security Benefits and Retirement Planning

You’ve probably daydreamed about retirement for years. Maybe the vision of your perfect retirement...

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2 min read

Video: Financial Advice for Young Professionals During COVID-19

Sachetta Callahan financial advisor, Eric Sachetta, shares three ideas for young professionals...

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3 min read

How to Teach Your Kids the Importance of Investing and Saving

It’s a universal truth of parenthood that some of the things you’re passionate about will bore your...

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