Financial Planning, Tax, and Wealth Insights

Sachetta is a fee-only, fiduciary advisory firm

Our blog delivers practical advice on retirement planning, investing, taxes, estate and legacy planning and more so that your plan, portfolio, and tax strategy all work together.

Every article is written by our advisors to help you make confident decisions for your life's road ahead.

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1 min read

S2E7 | Life in 2030 Pt. 4

Subscribe: Apple Podcasts | Google Podcasts | Spotify “When you have a financial plan, you can look at how much money you have and what you actually want. Own the things that might give you some value, either financially or things that make you...

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4 min read

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money...

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1 min read

S2E6 | Merging Finances

“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the portfolios and building financial plans, but in a...

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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 drastically change the stock market and drastically change...

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3 min read

What are Stock Options, and How Do They Work?

The first time you’re offered stock options, you may have no idea what to do with them—or even how stock options work. Companies often offer stock...

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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 expecting. Definitely talk to your CPA or your...

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3 min read

Bonds vs. Bond Funds: How They Differ and Which One’s Right For You

Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start,...

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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 going to work entirely because you want to, and not...

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1 min read

S2E2 | Raising Financially Responsible Kids

“We think the involvement of the child is pretty important when teaching them about finances. This allows them to start to understand the value...

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4 min read

Matching Your Life Insurance to Your Phase of Life

As your life evolves, so do your life insurance needs. There’s no one “right” kind of life insurance to buy at a certain age; we can’t tell you what...

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