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
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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Being healthy not only makes you feel good, it may also help you financially.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Simple steps may help you foil hackers and protect your privacy.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.