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.

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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 actually win with investing, you have to be willing to pay that price as much as it hurts. If you...

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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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1 min read

S1E1 | Buying a House

“Buying a house is a lot of emotional ups and downs and a lot of paperwork. But other than that, it's not all that complicated. And I think the...

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Introduction

Fine Answers Premiers on October 28th, 2020.

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