3 min read
Joseph Sachetta: Jan 21, 2022
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
Joseph Sachetta: Nov 16, 2021
For parents, nothing is more important than knowing your kids are safe—whether they’re 4 years old or 40. You can’t protect them from everything, but...
3 min read
Joseph Sachetta: Jun 16, 2021
“Do I really need life insurance?” Financial advisors hear this question from clients all the time. A life insurance premium is yet one more regular...
4 min read
Joseph Sachetta: Mar 01, 2021
As your life evolves, so do your life insurance needs. There’s no one “right” kind of life insurance to buy at a certain age; we can’t tell you what...
2 min read
Joseph Sachetta: Feb 03, 2021
If I were to ask you to define asset management vs. wealth management, the question might give you flashbacks to some particularly difficult SAT...
3 min read
Joseph Sachetta: Sep 05, 2020
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...
5 min read
Joseph Sachetta: May 12, 2020
Joe Sachetta discusses some recent legislation that might help people plan for retirement. Both the SECURE Act, which was passed in late 2019,...
5 min read
Joseph Sachetta: Apr 28, 2020
Part of helping our clients plan for “Life’s Road Ahead,” means helping our clients plan for their future home. There are many options, such as...
2 min read
Joseph Sachetta: Apr 22, 2020
Retirement is on the mind many people these days, even Sachetta’s own Joseph Sachetta, CFP®, CPA/PFS, MBA, MST. Today, Joseph shares the...
2 min read
Joseph Sachetta: Nov 18, 2019
Our lives are marked by milestones. High school graduations, 30th birthdays, weddings, home purchases – the major moments often represent transitions...