Kevin R. Luchetta, CFP®, AEP®, Partner, began his career in financial planning in 1996. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a founding member of Pioneer Financial. Mr. Luchetta is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health insurance license. He holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the ACCREDITED ESTATE PLANNER® designation from the National Association of Estate Planners & Councils. He graduated from the University of Rhode Island where he earned a Bachelor of Science in Economics. He resides in Wilton, Connecticut with his wife Karen, their two children Riley and Ryan, along with their dog Rascal.
Kevin R. Luchetta, CFP®, AEP®, Partner, began his career in financial planning in 1996. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a founding member of Pioneer Financial. Mr. Luchetta is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health insurance license. He holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the ACCREDITED ESTATE PLANNER® designation from the National Association of Estate Planners & Councils. He graduated from the University of Rhode Island where he earned a Bachelor of Science in Economics. He resides in Wilton, Connecticut with his wife Karen, their two children Riley and Ryan, along with their dog Rascal.
How can I recession-proof my investment strategy?
“Mike Tyson once said, ‘Everyone has a game plan until they get punched in the face.’ Every recession is just that—a financial punch in the face.” SPONSORED CONTENT
When should I have an open dialogue with my family about money?
Personal finance is often a challenging topic to discuss with loved ones, especially parents or children. What we choose to do with our money, how we spend it and how we save, can be a very powerful statement of our beliefs and values. These choices can be private and personal, and therefore hard to share […]
How can I maximize retirement income while reducing inheritance taxes?
For the majority of our high net worth and emerging high net worth clients, their core estate and financial planning goals are relatively simple: Minimize income and estate taxes on their current income and assets. Maximize the transfer of assets to their heirs. It’s the execution of these goals that gets significantly more complex; and […]
What role can whole life insurance play in my financial plan?
Too often, advisors offer a perspective along the lines of, “This product is good; that product is bad,” or, “This annuity is too expensive; that investment is too risky.” What I’ve learned during many years of planning with families, however, is that what people really want to know is, “How could this work for me?” […]
How will I know if I’m ready to retire?
As with any endeavor into uncharted territory, entering into retirement can be a nerve-racking experience. I like to remind clients that worrying about retirement is completely natural—they are not alone. And a good financial planner will help clients understand the risks involved in their retirement years and build a plan to help them approach those […]
