Stephen Ahern

Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

3 min read

Value Investing: Principles and Practices for Long-Term Success

Picture of Stephen Ahern Stephen Ahern: Mar 22, 2024

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a famed value investor, recently described the philosophy that has made him one of the wealthiest people in the world. Value investing (investing in...

Investing
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A woman in profile looks out at the ocean during sunset. Getting divorced requires you to revisit financial and insurance plans

4 min read

How Divorce Changes Your Financial Plans

Picture of Stephen Ahern Stephen Ahern: Dec 08, 2023

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to...

Financial Planning Divorce
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A dad teaches his young child to ride a bike. She is smiling! Investment vs. speculation

3 min read

Investment vs. Speculation: Understanding Key Differences and Strategies

Picture of Stephen Ahern Stephen Ahern: Aug 04, 2023

Learning to invest is much like learning a new language. A lot of people understand enough about...

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A woman sits at her computer and considers navigating complex estate planning.

4 min read

Navigating Complex Estate Planning Questions and Choices

Picture of Stephen Ahern Stephen Ahern: Jul 11, 2023

You’re making decisions about family, money and your own unpredictable future—so it’s hardly...

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A retired couple cooking healthy food and talking about a bottle of red wine. Tax-efficient retirement.

3 min read

Tax Planning Strategies for a Tax-Efficient Retirement

Picture of Stephen Ahern Stephen Ahern: May 30, 2023

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those...

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Guests throw confetti over the bride and groom as they walk past after their wedding ceremony. Joyful young couple celebrating their wedding day and embarking on their estate planning and marriage journey.

3 min read

Estate Planning and Marriage: Considerations for Couples

Picture of Stephen Ahern Stephen Ahern: May 03, 2023

People often wonder how they should approach estate planning when they’re married. Should both...

Estate Planning
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A father helps his son tie his shoe and considers estate planning and children.

3 min read

Estate Planning and Children: What Parents/Guardians Can Do

Picture of Stephen Ahern Stephen Ahern: Apr 11, 2023

Estate planning and children go hand-in-hand. The birth of their first child is often the event...

Estate Planning
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Youthful Black woman reviews essential estate planning documents.

3 min read

Essential Estate Planning Documents That Most People Need

Picture of Stephen Ahern Stephen Ahern: Mar 08, 2023

What would happen if you were in a terrible accident today and landed in the hospital, seriously...

Estate Planning
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3 min read

After Term Life Insurance Plans Expire, What Happens Next?

Picture of Stephen Ahern Stephen Ahern: Mar 01, 2023

When you bought your term life insurance policy, you were probably thinking about the same thing...

Insurance
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A black family with man and wife and kids hike on a forested trail. Trusts for Estate Planning

3 min read

Trusts for Estate Planning: Varying Types for Varying Goals

Picture of Stephen Ahern Stephen Ahern: Feb 13, 2023

There’s a common misconception that trusts are only for the wealthy. In reality, all kinds of...

Estate Planning
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