There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance and goals.Learn More
A sound retirement plan involves taking a close look at your potential retirement-income sources and planning accordingly.Learn More
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.Learn More
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth.Learn More
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.Contact Us
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Learn a little about worldwide currency in this fun infographic
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Six overlooked tax deductions to help manage your tax bill.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”