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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Business Consulting

Chef Preparing to Cook in Restaurant Business

4 min read

Key Components of a Financial Business Plan for Restaurants

A business that has a solid financial plan in place isn’t guaranteed to succeed, but a business with no financial plan is practically doomed....

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A restaurant owner and chef greets diners in his restaurant. Working with an accountant on restaurant industry best practices helps chefs like this run their business better.

3 min read

Essential Restaurant Accounting Practices for Thriving Restaurants

Given the thin profit margins and high failure rate of the restaurant industry, an owner needs to harness every available resource to build and...

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Four smiling friends at an outdoor restaurant clinking pints of beer. Restaurant cybersecurity.

3 min read

Restaurant Cybersecurity: Costly Risks for Restaurant Owners

A lot of things need to go right in order for your restaurant to succeed. You need asolid business plan, adequate financing, a budget, a tax plan,...

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4 min read

Consider This When Making Your Side Work Your Main Business

From selling your crafts on Etsy to taking on a few clients for professional consulting, running a side business is more popular than ever. One survey

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4 min read

How the SECURE Act 2.0 May Change Employer Retirement Plans

There’s been an overwhelming amount of news to keep up with over the last few years. So if you haven’t been tracking the progress of legislation...

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4 min read

Starting a New Business? Choosing an Entity Structure (And Other Incorporation Considerations)

Are you picturing running a modest one-person operation, or planning to build a business empire that outlives you? If it’s the former, your new...

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3 min read

Setting Financial Business Goals for Your Business to Help Support Your Personal Ones

Small business owners never really get a break from thinking about money. Between monitoring the business’s financial health and their own finances,...

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3 min read

Stop Searching for Business Accounting Tips and Call Your Accountant

The Internet is an incredible resource, but not an infallible one. Because anyone can contribute, it can be hard for even the savviest Internet users...

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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...

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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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