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.

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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, often believing that they will not need insurance as they get older or during retirement. So, why would someone need coverage for an extended period...

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A couple on the couch contemplating how to avoid making retirement planning mistakes

3 min read

Mistakes People Make in Retirement Planning

One of the challenges about retirement planning is that it’s not a one-time decision. As your financial picture and risk tolerance change over...

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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 your labor. And yet, because of financial...

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