3 min read
Stephen Ahern: Jun 27, 2025
Reverse mortgages are rarely a good fit, but there are specific situations—like limited income with no desire to leave the home to heirs—when they can make sense. Careful consideration of the long-term costs and tradeoffs is essential before...
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4 min read
Joseph Sachetta: Jun 26, 2025
Financial planning in your 50’s means taking stock of where you are, revisiting your goals, and using catch‑up tools while you’re still in your...
2 min read
Nick Forgione: Jun 26, 2025
Wealth preservation in retirement means sustaining your lifestyle without financial stress. It includes covering everyday expenses, preparing...
3 min read
Eric Sachetta: Jun 10, 2025
When the market is down, it’s important to remember that downturns are part of the normal cycle and not a reason to abandon your long‑term plan....
4 min read
Michael Callahan: Jun 06, 2025
Sudden wealth can bring opportunity and stress at the same time — it’s wise to pause, reflect on what matters, and avoid rushing into big...
3 min read
Stephen Ahern: Jun 05, 2025
Buying a second home can be a dream come true—but unless your cash flow, usage plans, mortgage terms, ongoing costs, tax implications and estate...
3 min read
Sachetta, LLC: May 29, 2025
Every year, May 29th—or 5/29—offers a timely nudge to revisit one of the most talked-about education savings tools: the 529 plan. At Sachetta, we’ve...
3 min read
George Liakakis: May 27, 2025
Even if they take economics, most teenagers and young adults don’t develop financial literacy from school. That’s where parents and grandparents can...
4 min read
Jeffrey Aron: May 27, 2025
Preparing your wealth for major life changes means building a solid emergency fund, reviewing insurance and estate documents, and aligning your...
3 min read
Janice McGarry: Apr 25, 2025
If you have grandchildren in high school now, you know they’re going to be off starting their adult lives in what feels like the blink of an eye. Any...