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
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Overview of Medicare Advantage, what’s in them, special rules, and more.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This worksheet can help you estimate the costs of a four-year college program.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn about all the parts of Medicare with this informative and enjoyable article.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Savvy investors take the time to separate emotion from fact.
Learn about what risk tolerance really means in this helpful and insightful video.
A special needs trust helps care for a special needs child when you’re gone.