Can You Afford Not to Have Life Insurance?
“Do I really need life insurance?” Financial advisors hear this question from clients all the time. A life insurance premium is yet one more regular expense that eats into your savings, and you may […]
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Meet Ann Bodvar
Ann joined Sachetta Callahan in 2000 as a staff accountant. How did you come to work at SC? After working for an accounting firm in Malden for 15 years, there was no more room […]
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Investing Advice for Young Professionals
As you start to climb professionally, putting money into investments lets you start to climb financially, too. Investing wisely at the start of your working life is one way to help have the option […]
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Meet Lois Passemato
Lois has been a bookkeeper with Sachetta Callahan since 1996. How did you come to work at SC? I worked for the telephone company for 26 years and then took an early retirement in […]
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Estate Planning Can Keep Assets in the Family
Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families interviewed by researchers throughout the ’80s and ‘90s, 70 percent involuntarily lost assets after wealth was transitioned to the next generation.* What […]
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Choosing a Bar Mitzvah Gift Amount and Other Money Questions from Young People
Grappling with money questions is a normal part of growing up. Suddenly you’re expected to manage your own cash and make money decisions that you’ve never had to make before. For a teenager, even […]
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Can You Have a Roth and Traditional IRA? Should You?
Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So does contributing to a Roth IRA. Both kinds of accounts have tax benefits and drawbacks; both kinds of accounts […]
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What You Need to Know About Stock Options and Taxes
Stock options can be a highly profitable part of your portfolio. As long as you stay with your employer and the company performs well, you may be able to secure a significant profit within […]
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Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals
Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money this year. It’s one of several tax […]
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What are Stock Options, and How Do They Work?
The first time you’re offered stock options, you may have no idea what to do with them—or even how stock options work. Companies often offer stock options as part of an employee’s compensation package. […]
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