Investments
Retirement
Tax
Estate
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
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.