1 min read
Sachetta, LLC: Apr 14, 2021
“Look at your overall financial plan and say, ‘where do these insurance plans fit in? What do I need?’ Talk to an advisor to help you quantify what you need. It's a prioritizing process to put together a perfect plan.”
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3 min read
Matt Stead: Apr 13, 2021
Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So does contributing to a Roth IRA. Both kinds of...
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 employer and the company performs well, you may be...
1 min read
Sachetta, LLC: Apr 07, 2021
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...
4 min read
George Liakakis: Apr 06, 2021
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...
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 portfolios and building financial plans, but in a...
1 min read
Sachetta, LLC: Mar 24, 2021
“The progression of technology is going to drastically change the economy. It's going to drastically change the stock market and drastically change...
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 stock options work. Companies often offer stock...
1 min read
Sachetta, LLC: Mar 17, 2021
“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...
3 min read
Michael Callahan: Mar 10, 2021
Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start,...