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Sachetta, LLC: May 19, 2021
“You can start thinking about it [SECURE 2.0] and maybe start talking to your advisor about what the implications might mean for you and setting up some contingent plans… What separates us from some other advisors is we are a CPA and a wealth...
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Sachetta, LLC: May 12, 2021
Subscribe: Apple Podcasts | Google Podcasts | Spotify “The Googles, Amazons, and Facebooks of...
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Sachetta, LLC: Apr 14, 2021
“Look at your overall financial plan and say, ‘where do these insurance plans fit in? What do I...
3 min read
Matt Stead: Apr 13, 2021
Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So...
3 min read
Michael Callahan: Apr 09, 2021
Stock options can be a highly profitable part of your portfolio. As long as you stay with your...
1 min read
Sachetta, LLC: Apr 07, 2021
Subscribe: Apple Podcasts | Google Podcasts | Spotify “When you have a financial plan, you can...
4 min read
George Liakakis: Apr 06, 2021
Considering how many of us worked from home last year, the home office deduction is presumably...
1 min read
Sachetta, LLC: Mar 31, 2021
“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the...
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Sachetta, LLC: Mar 24, 2021
“The progression of technology is going to drastically change the economy. It's going to...
3 min read
Eric Sachetta: Mar 19, 2021
The first time you’re offered stock options, you may have no idea what to do with them—or even how...
