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

How to Develop an Emergency Fund

An emergency fund should cover three to six months of expenses (or more, depending on your risk and family situation) to protect against unplanned costs like job loss or major repairs. It’s best kept in a separate, liquid account (e.g., savings...

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2 min read

5 Wealth Management Principles for Business Owners

As a business owner, navigating the future of your enterprise is a journey filled with possibilities and challenges. Whether your business becomes a...

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Father reading bedtime stories to child. How tech trends impact investment strategies.

3 min read

Four Tech Trends Shaping Today's Investment Strategies

Some companies and technologies seem evergreen. It’s hard to imagine a company unseating Apple as the leader in mobile phone production, or...

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Businesswomen are walking through the city. They are talking and one is holding a coffee while the other is holding a smartphone. Answering questions about asset allocation.

3 min read

Strategic Asset Allocation: What It Means, and More FAQs

Strategic asset allocation is a commoninvestment strategyadvisors use to help clients maintain their preferred mix of assets in their portfolios....

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Couple Visiting New York With Manhattan Skyline In Background. Financial Planning

3 min read

Financial Planning Strategies for Wealth Preservation

Achieving your desired retirement lifestyle, providing for your loved ones after your passing, and mitigating financial stress when the unexpected...

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young millennial couple sitting on couch spending time together. They have made informed investment decisions with sachetta

3 min read

Investment Planning for Millennials: 5 Questions to Consider

It shouldn't surprise anyone that millennials tend to approach investment planning differently than their parents and grandparents. A recent Bank...

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two female friends having coffee discussing how they found their trusted wealth management advisor

4 min read

How to Choose a Wealth Manager

Choosing the right wealth management advisor for you is an important decision when it comes to your long-term financial future. Whether you're a...

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Young couple on a road trip. Couples at every stage can benefit from financial planning.

3 min read

Financial Planning for Couples

People committed to one another can work through minor disagreements over things like where to vacation, but financial conflicts can end...

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folks riding bicycle on their way to book travel advisor

4 min read

Why You Should Use a Travel Advisor and Planner for Your Travel

Introduction You have worked hard for many years. Maybe your career was life encompassing and you are now retired. Maybe your children are grown and...

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Mother, daughter and grandmother baking together in a kitchen. With effective wealth management, you can have the means to support aging parents in their later years.

4 min read

Supporting Aging Parents with Effective Wealth Management

Witnessing your parents age will come with ups and downs. When it comes to the financial part ofcaring for aging parents, it's a chance to plan ahead...

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