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.

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Legacy Planning

4 min read

Five Questions for Legacy Planning with Strategic Investments

Picture of Jeffrey Aron Jeffrey Aron: Mar 22, 2024

What's the most high-impact way you could use your wealth to help the people and things you love most, even after you're gone? That's the core...

Financial Planning Legacy Planning
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