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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.