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

Checklist for a Satisfying Retirement

Maybe you’ll play 18 holes every day, throw yourself into volunteer work or finally write that book. Maybe, for you, a satisfying retirement means selling everything and hitting the road with nothing but your dog and a classic car. Your working life...

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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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3 min read

Life Insurance for Retirement Purposes

Many people buy term insurance during their working years for income replacement or other reasons,...

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3 min read

Mistakes People Make in Retirement Planning

How much will you need to save for retirement, and what’s the best way to get it? These are the...

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2 min read

The Importance of Early Planning for Long-term Care

You’ve worked hard your entire life. Retirement should be a time to relax and enjoy the fruits of...

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