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.

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 informed estimates regarding future living expenses, but what about healthcare costs? Even if you’re in good health now, you never know what the...

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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3 min read

While Estate Planning, Don’t Forget About Insurance Planning

Picture of Joseph Sachetta Joseph Sachetta: Jan 21, 2022

A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance...

Insurance
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4 min read

The Biggest Mistakes Parents Make When Setting Up a Trust

Picture of Joseph Sachetta Joseph Sachetta: Nov 16, 2021

For parents, nothing is more important than knowing your kids are safe—whether they’re 4 years old...

Financial Planning
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3 min read

Can You Afford Not to Have Life Insurance?

Picture of Joseph Sachetta Joseph Sachetta: Jun 16, 2021

“Do I really need life insurance?” Financial advisors hear this question from clients all the time....

Insurance
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