Sachetta, LLC

3 min read

Marking 5/29 Day: What You Need to Know About 529 Plans

Every year, May 29th—or 5/29—offers a timely nudge to revisit one of the most talked-about education savings tools: the 529 plan. At Sachetta, we’ve covered these plans from many angles. And while they might not be the perfect fit for every family,...

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2 min read

Making Waves to Fight Cancer – Why I Swim

Sachetta, LLC was proud to sponsor Swim Across America Open Water Swim on August 14, 2021. Since...

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1 min read

S2E10 | Secure Act 2.0

“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what...

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1 min read

S2E9 | Cryptocurrency

Subscribe: Apple Podcasts | Google Podcasts | Spotify “The Googles, Amazons, and Facebooks of...

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S2E8 | Insurance in a Financial Plan

“Look at your overall financial plan and say, ‘where do these insurance plans fit in? What do I...

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S2E7 | Life in 2030 Pt. 4

Subscribe: Apple Podcasts | Google Podcasts | Spotify “When you have a financial plan, you can...

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S2E6 | Merging Finances

“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the...

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1 min read

S2E5 | Life in 2030 Pt. 3

“The progression of technology is going to drastically change the economy. It's going to...

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1 min read

S2E4 | Employee Options & RSUs

“Do tax planning otherwise you're going to get a giant bill at the end of the year that you aren't...

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2 min read

S2E3 | Life in 2030 Pt. 2

“One of the levels of financial freedom is the point where whether you get paid or not, you're...

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