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

Essential Small Business Accounting Tips

Starting a small business requires creativity, vision, courage and a ton of hard work. Making your small business successful requires all those things, plus a sharp-eyed approach to accounting. Poor accounting practices can keep your small business...

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3 min read

Estate Planning Checklist

It’s the rare person who’s really excited to start estate planning. The process requires you to think about and talk about what you want to happen at...

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3 min read

When to Pay Off Your Mortgage

There are a lot of uncertainties in modern adult life. It’s a relief when your questions have simple, definitive answers. When the mechanic can tell...

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3 min read

How to Teach Your Kids the Importance of Investing and Saving

It’s a universal truth of parenthood that some of the things you’re passionate about will bore your kids to tears. You might be fascinated by the...

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3 min read

Create Your Business Plan with an Accountant and Avoid These Common Mistakes

Will your new business not only last, but flourish? Only time will tell – time, and your business plan. The strength of your business plan may reveal...

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2 min read

Important Insurance Policies For Each Stage of Life

Our lives are marked by milestones. High school graduations, 30th birthdays, weddings, home purchases – the major moments often represent transitions...

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3 min read

When is the Right Time to Hire a CPA?

There are some tasks that the average adult can handle with no preparation beyond watching a YouTube video. Tying a bowtie, making a soufflé,...

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3 min read

Investing in Your 20s is the Best Gift to Your Future Self

Workers in their 20s are still figuring out professional norms and learning to budget for necessities. Investing for retirement might not be high on...

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3 min read

Gift a Roth IRA to the Young Adult in Your Life

A teenager on the cusp of adulthood is likely thinking about where to go to college and which friends will be invited to their 18th birthday party,...

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