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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3 min read

What You Need to Know About Form 8606 (and Other IRA Tax Rules)

Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of the tax forms made available by the IRS. Form 8606 is one that may be familiar only to certain taxpayers with IRAs. This form has a few specific...

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3 min read

Stop Searching for Business Accounting Tips and Call Your Accountant

The Internet is an incredible resource, but not an infallible one. Because anyone can contribute, it can be hard for even the savviest Internet users...

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1 min read

S1E9 | Psychology of Money Pt.4

“Progress happens too slowly to notice and setbacks happen too quickly to ignore. As soon as something happens and stocks go down dramatically,...

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1 min read

S1E8 | Year-End Tax Planning

“Taxes aren’t just a thing that you let happen and figure out afterward. It really should be a planning game where you try to get all the pieces in...

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3 min read

Retirement Planning for Freelancers and Independent Contractors

Being your own boss makes a lot of things easier. Retirement planning isn’t necessarily one of them. Without access to employer-sponsored retirement...

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4 min read

Which College Savings Account is Right for Your Family?

There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of young kids. If you’re like a lot of the parents I...

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1 min read

S1E7 | Psychology of Money Pt.3

“What we have to remember is that investing has a price, but it's not a dollar and cents price. The price is fear, volatility, and risk. In order to...

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1 min read

S1E6 | Credit Scores

“Having a good credit score basically means you're a low risk person. That’s what it really boils down to. One of the larger reasons why we're...

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1 min read

S1E5 | Psychology of Money Pt.2

“Money can't buy happiness because once you get that boat and car, you just think ‘onto the next thing’. But something that money can buy that...

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1 min read

S1E4 | Homeowners Associations

“The first question that people have to ask themselves when considering a homeowners association is a lifestyle question. Do you want that low...

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