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

HSA: An Unknown Savings Spot For Young People

Young Americans know plenty about topics that their parents don’t understand (Tik-Tok, anyone?), but the average new worker probably knows little about health savings accounts. That’s understandable: They didn’t grow up hearing anyone talk about...

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3 min read

Are You Thinking About Your Federal Tax Return Yet?

There are some things you can afford to think about just once a year. Your routine physical. Your car inspection. Lease renewals. What to buy your...

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3 min read

Three Important Estate Planning Documents for 18-Year-Olds

At 18, a young adult might own little more than the contents of their bedroom. So estate planning might be the last thing a recent high-school...

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3 min read

Six Common Myths That Discourage People From Investing

If everything you know about investing comes from viewing “The Big Short” or “Wall Street,” wading into the stock market might seem incredibly...

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3 min read

Caring for Your Aging Parents

You can quit a volunteer commitment or drop an intensive hobby if it takes up too much time and interferes with your goals. When it comes to caring...

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5 min read

Video: SECURE Act and CARES Act Provisions to Help Plan for Retirement

Joe Sachetta discusses some recent legislation that might help people plan for retirement. Both the SECURE Act, which was passed in late 2019,...

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2 min read

Video: Financial Advice for Young Professionals During COVID-19

Sachetta Callahan financial advisor, Eric Sachetta, shares three ideas for young professionals looking to make financial decisions during the...

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5 min read

Video: Over 55 Living Communities

Part of helping our clients plan for “Life’s Road Ahead,” means helping our clients plan for their future home. There are many options, such as...

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2 min read

Video: The CARES Act and Student Loans

Understanding the provisions of the CARES Act that address Federal student loans can make a difference to borrowers during the COVID-19...

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2 min read

Video: Retirement Planning and COVID-19

Retirement is on the mind many people these days, even Sachetta’s own Joseph Sachetta, CFP®, CPA/PFS, MBA, MST. Today, Joseph shares the...

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