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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.
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Helpful Content
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.