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

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 saving accounts, freelancers and independent contractors need to be highly proactive about...

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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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3 min read

Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not alone. I often work with clients who are confused...

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1 min read

S1E3 | Psychology of Money Pt.1

“Behavioral finance is going to be a big area of financial planning going forward. This is not just looking at the dollars and cents, but more of...

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4 min read

Financial Literacy and Kids: What to Teach Kids about Money and Saving

As parents, you teach your kids thousands of lessons over their childhoods. You teach them to spell their names, to eat their vegetables and not to...

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1 min read

S1E2 | Generations

“Start thinking about the future things and the courses of action you could take in different scenarios… The answer with financial planning isn’t...

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