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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
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.
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
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.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Surprises
Making the most of surprises is a great reason to work with us.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.