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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Podcast (2)

1 min read

S1E9 | Psychology of Money Pt.4

“Progress happens too slowly to notice and setbacks happen too quickly to ignore. As soon as something happens and stocks go down dramatically,...

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1 min read

S1E8 | Year-End Tax Planning

“Taxes aren’t just a thing that you let happen and figure out afterward. It really should be a planning game where you try to get all the pieces in...

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1 min read

S1E7 | Psychology of Money Pt.3

“What we have to remember is that investing has a price, but it's not a dollar and cents price. The price is fear, volatility, and risk. In order to...

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1 min read

S1E6 | Credit Scores

“Having a good credit score basically means you're a low risk person. That’s what it really boils down to. One of the larger reasons why we're...

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1 min read

S1E5 | Psychology of Money Pt.2

“Money can't buy happiness because once you get that boat and car, you just think ‘onto the next thing’. But something that money can buy that...

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1 min read

S1E4 | Homeowners Associations

“The first question that people have to ask themselves when considering a homeowners association is a lifestyle question. Do you want that low...

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1 min read

S1E3 | Psychology of Money Pt.1

“Behavioral finance is going to be a big area of financial planning going forward. This is not just looking at the dollars and cents, but more of...

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1 min read

S1E2 | Generations

“Start thinking about the future things and the courses of action you could take in different scenarios… The answer with financial planning isn’t...

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1 min read

S1E1 | Buying a House

“Buying a house is a lot of emotional ups and downs and a lot of paperwork. But other than that, it's not all that complicated. And I think the...

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Introduction

Fine Answers Premiers on October 28th, 2020.

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