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.

2 min read

Wealth Preservation Strategy in Retirement

Picture of Nick Forgione Nick Forgione: Jun 26, 2025

Wealth Preservation Strategy in Retirement

Wealth Management Retirement Planning
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Purchasing a second home is possible with strategic vacation property planning. A family sits on the deck of their vacation home.

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...

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

3 min read

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.

3 min read

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.

3 min read

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

3 min read

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.

3 min read

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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