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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Important items to consider when purchasing condo insurance.
Try these activities to keep your brain sharp.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
For homeowners who think their property taxes are too high, there are ways to appeal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’ve made investments your whole life. Work with us to help make the most of them.