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Your Trusted Financial Partner

Welcome, we’re McKay DeRito & Co., LLC, an independent wealth management firm led by a team with decades of advisory experience in the financial services industry. We believe a streamlined and coordinated approach can help our clients reach their overall goal of financial wellness.

Our goal is to ensure that our clients make decisions with their entire financial picture in focus. In all that we do, we want to see our clients’ lives enriched by their decisions and to create a strong foundation that will help see them safely into retirement and beyond. Contact us today to get started.

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Helpful Content

Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Preserving the Value of Your Retirement Plan

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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