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

After Term Life Insurance Plans Expire, What Happens Next?

When you bought your term life insurance policy, you were probably thinking about the same thing most people think about when buying life insurance plans: protecting your loved ones. The policy’s death benefit would have given your family a...

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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

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

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Older parents share a home-cooked meal outside with their child and family. They discuss estate planning essentials of State and Federal Tax Laws.

4 min read

Estate Planning 101: What State and Federal Tax Laws Apply?

Estate planning isn’t something any of us can afford to put off. The future is entirely...

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3 min read

Family Asset Management Fails Without Proper Estate Planning

Good family asset management requires balancing your family’s short-term and long-term financial...

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3 min read

Having a Family Has an Impact on Your Estate Plan—Here’s How

Creating estate plans is partially about making sure your own wishes are followed at the end of...

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3 min read

Tax Planning for Retirement: Topics for Your Next Tax Meeting

As we move into tax season and everyone starts scheduling their annual sit-down with their...

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