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

While Estate Planning, Don’t Forget About Insurance Planning

A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance does. In addition to having conversations around things like health care proxies and distributing property, individuals should be talking to their...

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4 min read

The Biggest Mistakes Parents Make When Setting Up a Trust

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

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3 min read

Can You Afford Not to Have Life Insurance?

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

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4 min read

Matching Your Life Insurance to Your Phase of Life

As your life evolves, so do your life insurance needs. There’s no one “right” kind of life...

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2 min read

Asset Management vs. Wealth Management: What They Are, and Which One(s) You Need

If I were to ask you to define asset management vs. wealth management, the question might give you...

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3 min read

Checklist for a Satisfying Retirement

Maybe you’ll play 18 holes every day, throw yourself into volunteer work or finally write that...

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5 min read

Video: SECURE Act and CARES Act Provisions to Help Plan for Retirement

Joe Sachetta discusses some recent legislation that might help people plan for retirement....

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5 min read

Video: Over 55 Living Communities

Part of helping our clients plan for “Life’s Road Ahead,” means helping our clients plan for...

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2 min read

Video: Retirement Planning and COVID-19

Retirement is on the mind many people these days, even Sachetta’s own Joseph Sachetta, CFP®,...

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2 min read

Important Insurance Policies For Each Stage of Life

Our lives are marked by milestones. High school graduations, 30th birthdays, weddings, home...

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