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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Investing (2)

A smiling retired couple goes for a new year’s day walk down a city street with lights after talking about their diversification strategy.

4 min read

What’s Your Diversification Strategy? (And Why It Matters)

There’s a good reason the proverb “don’t put all your eggs in one basket” is so often used when people talk about portfolio balancing and...

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3 min read

What to Consider When You’re Going to Invest an Inheritance

You’ve grieved your loss, waited patiently through the estate administration process, and you’ve finally received the inheritance a loved one left to...

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4 min read

Avoid Common Tax Mistakes When Buying Investment Property

Buying investment property might be one of the smartest moves you make while planning for your financial future. Passive income from a rental...

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3 min read

Sharing Financial Planning Lessons with the Next Generation

Careful financial planning protects and grows your money throughout your life, while careful estate planning allows you to pass your wealth and...

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3 min read

Ask Your Advisor About the Investment Trend You Read About

If you’d been scrolling through investment posts on Reddit last January and ended up in the WallStreetBets subreddit, you might be a...

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3 min read

ESG Investing Is On the Rise: What it Looks Like in 2022

Risk and ROI are always going to drive investment decisions. But more and more, people are considering the social and environmental impact of their...

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4 min read

What You Need to Know Cryptocurrency (and Taxes) Before Investing

If you could time-travel back to mid-2011 and buy 100 bitcoin for about $1 apiece, your investment would be worth tens of millions of dollars in...

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3 min read

Incentive Stock Options (ISOs) vs. Non-Qualified Stock Options (NSOs): Understanding Employee Stock Options

When you’re new to employee stock options, there’s a lot of — sometimes confusing — information to absorb before you can make any decisions. The...

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3 min read

Why You’re Better off Working With a Financial Planner Than Investing Alone

Now that there’s an app for everything, you can change your investment portfolio in about as much time as it takes to order a pizza. It’s never been...

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3 min read

How to Think About Employee Stock Options as Part of Your Financial Future

Many people don’t know quite how employee stock options fit in with their larger financial goals. On one hand, you might prefer to have a bigger...

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