Nick Forgione

Nick Forgione is a Certified Public Accountant and holds a Master’s Degree in Accounting from the University of Massachusetts Amherst. As Accountant with Sachetta, LLC Nick works with individual taxation and wealth management clients.

3 min read

Financial Planning for Second Homes and Vacation Properties

Picture of Nick Forgione Nick Forgione: Jan 29, 2025

Many people spend years daydreaming about the vacation home they’d like to buy someday. Sitting down with your financial advisors to talk about vacation property planning could help you bring those dreams to life. Buying a vacation property is an...

Financial Planning
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Mother and son in the kitchen. Investment planning strategies for parents.

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Investment Planning for Parents of Young Children

Picture of Nick Forgione Nick Forgione: Nov 22, 2024

From your living room layout to your investment planning strategy, having young kids always changes...

Investment Planning Investment Strategies
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Young family sitting on sofa reading a book together in the living room. Investment planning.

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Investment Planning for Millennials: 5 Questions to Consider

Picture of Nick Forgione Nick Forgione: Aug 21, 2024

It shouldn't surprise anyone that millennials tend to approach investment planning differently than...

Investment Planning
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A wedding party toasts a bride and groom at an outdoor reception. Newlywed couples should learn about the marriage tax penalty and how to plan for it.

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Marriage Tax Penalty: What High-Income Couples Need to Know

Picture of Nick Forgione Nick Forgione: Sep 27, 2023

While every new marriage looks different, many newly-married couples have one thing in common:...

Accounting and Tax
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A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions

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What Kind of Assets Make the Best Charitable Contributions?

Picture of Nick Forgione Nick Forgione: Mar 10, 2023

Everyone has their own reasons for choosing the organizations they support with charitable...

Financial Planning
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Group of friends with skis and snowboards smile in front of a small wooden house. Capital gains rate.

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Capital Gains Rate Changes to Expect in 2023 and Beyond

Picture of Nick Forgione Nick Forgione: Jan 18, 2023

Maybe 2023 is the year you finally sell your home and downsize to a condo at the beach. Maybe...

Financial Planning
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