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

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 kids to tears. You might be fascinated by the power of compound interest, but to your kids, the concept is probably as disinteresting as U.S. tax...

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2 min read

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...

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