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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
It sounds simple, but paying yourself first can really pay off.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Six overlooked tax deductions to help manage your tax bill.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
2018 could be shaping up to be an interesting year.
When do you need a will? The answer is easy: Right Now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.