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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Financial Planning

When the stock market drops, don’t panic sell, stick to your plan, and keep contributions going like this family playing football.

3 min read

What Should I Do When the Stock Market Drops?

Key Steps When the Stock Market Drops: Follow a few calm rules: don’t panic-sell, and trust your plan. If you’re still building your wealth,...

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A couple resting from a hike making the choice to donate stock or cash to their favorite charity.

5 min read

Is It Better to Donate Stock or Cash to Help My Favorite Cause?

Quick take on stock vs cash donations: If you have long-term appreciated stock, gifting shares often lets you deduct market value and avoid...

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Millennials should plan ahead for longevity in retirement like these young women riding a bike

2 min read

Longevity Planning: Millennials Should Plan to Enjoy a Long Retirement

Intro to Millennial Longevity Planning: This article introduces an approach that blends financial strategy with health, lifestyle, and purpose....

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Private equity ownership in senior housing. Senior friends playing game of cards together

3 min read

Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity

The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional considerations, there’s a financial side...

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Couple explores a 15 or 30 year mortgage option

3 min read

15 vs. 30-Year Mortgage: A Comparison for Gen X Home Buyers

This article compares 15- and 30-year mortgages for Gen X buyers, highlighting the trade-offs between faster payoff and greater monthly...

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personalized retirement planning

3 min read

Beyond the Headlines: Personalized Retirement Planning

Every week I see new headlines about retirement. A magic number to hit. A single “safe” withdrawal rate. If you’re within ten years of retiring,...

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role of insurance in financial plan

5 min read

How Insurance Strengthens Your Financial Plan

Why Insurance Deserves a Seat at the Planning Table

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5 min read

Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts

This piece explains four legacy-planning moves that go beyond trusts: regular family conversations, tax-timed Roth conversions, liquidity via...

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