Joseph Sachetta

Joseph Sachetta, CFP®, CPA/PFS, MBA, MST, For over 40 years, Joe has worked in finance and accounting. He is a Certified Financial Planner, and a Certified Public Accountant. Joe’s passion lies with helping his clients strike a balance between living for today and saving for tomorrow.

3 min read

Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity

Picture of Joseph Sachetta Joseph Sachetta: Sep 11, 2025

The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional considerations, there’s a financial side that deserves careful thought, especially as private equity is creating a shifting landscape.

Financial Planning
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personalized retirement planning

3 min read

Beyond the Headlines: Personalized Retirement Planning

Picture of Joseph Sachetta Joseph Sachetta: Sep 11, 2025

Every week I see new headlines about retirement. A magic number to hit. A single “safe” withdrawal...

Financial Planning
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Gen X, Steps to get on track financially

4 min read

Financial Planning in Your 50's: 8 Ways to Maximize Your Prime Earning Years

Picture of Joseph Sachetta Joseph Sachetta: Jun 26, 2025

Financial Planning Wealth Management
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2 min read

Healthcare Planning Steps To Help Minimize Retirement Costs

Picture of Joseph Sachetta Joseph Sachetta: Mar 04, 2025

Healthcare planning can be an uncertain part of your financial planning in retirement. You can make...

Financial Planning
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Couple Visiting New York With Manhattan Skyline In Background. Financial Planning

3 min read

Financial Planning Strategies for Wealth Preservation

Picture of Joseph Sachetta Joseph Sachetta: Aug 21, 2024

Achieving your desired retirement lifestyle, providing for your loved ones after your passing, and...

Financial Planning
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Happy senior couple, cooking in the kitchen as they enjoy retirement. Homeowners considering selling their primary residence should consider maximizing their Section 121 exclusion.

3 min read

Selling Your Primary Residence? How to Exclude Your Gain From Tax

Picture of Joseph Sachetta Joseph Sachetta: Apr 26, 2024

Is there any chance you’ll sell your home soon? If so, maximizing your Section 121 exclusion needs...

Financial Planning
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More people are choosing to work past 65 like this woman drinking coffee at a work function. Medicare penalty.

5 min read

Working Past 65? Plan Ahead To Avoid a Medicare Penalty

Picture of Joseph Sachetta Joseph Sachetta: Jul 11, 2023

If you’re nearing 65 and not ready to retire, you’re in good company. Currently, more than 10...

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A family with two young children sitting in the snow drinking hot chocolate in front of their investment real estate property.

4 min read

The Role of Investment Real Estate in Your Financial Plan

Picture of Joseph Sachetta Joseph Sachetta: Feb 13, 2023

Buying real estate is always a little daunting even when you’re excited about the property. Whether...

Financial Planning
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4 min read

Should You Preserve Your Wealth for Future Generations?

Picture of Joseph Sachetta Joseph Sachetta: Dec 08, 2022

Everyone goes into meetings with their financial advisors with a unique set of circumstances and...

Financial Planning
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3 min read

Ask Your Advisor About the Investment Trend You Read About

Picture of Joseph Sachetta Joseph Sachetta: Jun 23, 2022

If you’d been scrolling through investment posts on Reddit last January and ended up in the...

Financial Planning Investing
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