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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Insurance

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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A teenager smiling from the driver’s seat window in a blue car. New driver car insurance.

4 min read

5 Things to Know When It’s Time for New Driver Car Insurance

For the new driver in your family, getting their driver’s license is probably a thrilling rite of passage. If that new driver is your teenager,...

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3 min read

After Term Life Insurance Plans Expire, What Happens Next?

When you bought your term life insurance policy, you were probably thinking about the same thing most people think about when buying life insurance...

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4 min read

Do I Need That? Insurance Answers for Young Professionals

An open road of possibilities stretches out in front of today’s young professionals. It’s exciting to think about all the many directions your life...

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3 min read

While Estate Planning, Don’t Forget About Insurance Planning

A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance does. In addition to having conversations around...

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3 min read

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...

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4 min read

Matching Your Life Insurance to Your Phase of Life

As your life evolves, so do your life insurance needs. There’s no one “right” kind of life insurance to buy at a certain age; we can’t tell you what...

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3 min read

Do You Need Long Term Care Insurance?

Right now, a 65-year-old has a 70 percent chance of needing long term care at some point in the future. Twenty percent of today’s 65-year-olds will...

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2 min read

Important Insurance Policies For Each Stage of Life

Our lives are marked by milestones. High school graduations, 30th birthdays, weddings, home purchases – the major moments often represent transitions...

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3 min read

Life Insurance for Retirement Purposes

Many people buy term insurance during their working years for income replacement or other reasons, often believing that they will not need insurance...

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