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.
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Helpful Content
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.