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.
Contact Us
Helpful Content
The Business Cycle
How will you weather the ups and downs of the business cycle?
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
View all articles 
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
When Markets React
When markets shift, experienced investors stick to their strategy.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.