At Sackett Financial Group, our aim is to help our clients live their desired lifestyle for their lifetime by providing them with reliable information to make confident decisions. In our complex world where information flows at a continuous pace, it can be difficult to sift through the constant stream of news, laws, and opinions to determine what is actually relevant. Our hope is to bring pertinent information to our clients that is not just meaningful, but also in context.
Whether it is contextual news about tax law changes, updates regarding economic and financial issues, or simply our annual Thanksgiving letter, we hope you find something insightful in our periodic Sackett Financial Insights.
Wednesday, April 29, 2026
Tax Season is officially over for most of the country. For those of you on extension, we look forward to seeing you soon, and getting your taxes completed as soon as possible. This was a phenomenal Tax Season for our office, and I...
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Wednesday, March 11, 2026
It is almost the middle of March, and here we are in the midst of another Tax Season. While we are working diligently to meet the needs of all our clients, we are also having a blast catching up with all of you. Many of us here in our...
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Saturday, January 31, 2026
Well, the new year is certainly off to a fast start! As is the case every year in the month of January, we are focused on preparations for this Tax Season. Clients are beginning to schedule their annual appointments, sending in their...
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Tuesday, December 30, 2025
Making an ImpactFor those of you that joined us at our 2025 Client Appreciation event this year, I would like to extend my sincere “Thank You” for taking the time to join us at our annual event and celebrate our 45th Anniversary. For...
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Thursday, March 18, 2021
After much discussion and anticipation, the IRS has agreed to extend the tax filing deadline for individuals and entities normally required to file on April 15, 2021, to May 17, 2021 for the 2020 tax filing season. This announcement...
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Monday, March 15, 2021
The American Rescue Plan Signed Into Law The House passed and President Biden has signed into law a $1.9 trillion stimulus plan, aimed at boosting the economy and ending the pandemic. The vast relief package is known as the American...
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Friday, May 1, 2020
We have received many questions from clients in recent weeks with regards to the various programs resulting from the passing of the CARES Act that impact individuals and small businesses. The Paycheck Protection Program has helped many...
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Wednesday, April 15, 2020
After the passing of the CARES Act, Americans have been anxiously awaiting payments from various Federal government relief programs. Specifically, many of our clients have asked us questions about what to expect from the federal...
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Tuesday, March 31, 2020
The U.S. Senate Committee on Small Business & Entrepreneurship released the attached document today that is a thorough and concise guide for small business owners to navigate the pertinent provisions of the recently passed CARES Act....
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Monday, March 30, 2020
CEO’s and business leaders are being challenged to navigate current business conditions. It was just six weeks ago we were all struggling to find enough skilled workers to care for our customers. Business was great and we were...
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Wednesday, March 18, 2020
The stock market has enjoyed a couple of years of substantial growth, but on February 20, 2020, it began a steady decline coinciding with an increased awareness of COVID-19 and its potential threat to our health care systems. So, the...
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Wednesday, March 18, 2020
Dear clients, In an effort to maintain the health and safety of our staff, our families, and our clients, and in response to the recent order from Orange County’s Health Officer, Sackett Financial Group has enacted our business...
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Thursday, February 27, 2020
It sure would be nice if our investments only went up in value. Unfortunately, events occasionally occur which drive our accounts down for a period of time due to matters unforeseen. Although most, if not all current indicators point...
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Tuesday, January 28, 2020
The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act was signed into law and is in effect on January 1, 2020. The new law impacts retirement plans and IRAs in a variety of mostly positive ways, but one...
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Monday, January 27, 2020
Every morning I rise at 5:15 a.m., read the news, check email, review my calendar, exercise and get ready for the day. And every morning I gripe to my poor wife about how badly news sources confuse its readers. At Sackett Financial...
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Monday, September 30, 2019
Our attention is naturally drawn toward an alarming photo or headline, particularly if there is a sense of eminent danger. This is especially true when it comes to our money and sense of security.
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