Posts by Catherine Buck
Net Unrealized Appreciation: Pay Less in Taxes on Employer Stock in your 401(k)
Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…
Read MoreARC Gala 2023
Bouchey Financial Group attended the Arc of Rensselaer County’s Gala on September 21st at the Franklin Plaza in Troy. The Arc has held the strong belief that people with disabilities are capable and contributing members of society. The organization provides resources for employment, education, housing and much more for those with developmental disabilities to live…
Read MoreYour Investment Portfolio as your Small Business
Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful to frame the portfolio decisions from different perspectives. Commonly, individuals view their investment portfolio only in the context of the stock market, the economy, and the political environment. This perspective often causes individuals to make…
Read MoreAmerican Cancer Society: Coaches vs. Cancer
Our team members Vinnie, Ed, Scott, and Katie attended the American Cancer Society’s 2023 Coaches vs. Cancer “Basket Ball” at the Albany Capital Center. The team engaged with many people whose lives have been affected by cancer. Congratulations to the honorees at this year’s event: Coach Ed Cooley (Georgetown Basketball Men’s Head Coach); Steve Dagostino…
Read MoreCybersecurity & Fraud Awareness 2023
Play Video Join us for an enlightening cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your personal information. In this session, our team members John and Harmony will share insights, best practices, and the latest trends in digital security. Topics we will cover include: Cybersecurity Essential Protocols Cybersecurity Threat Landscape…
Read MoreUnderstanding Debt
Written by: Catherine (Katie) Buck Debt is an integral part of many people’s lives. In fact, it is a part of our culture to incur debt to buy a home, build a business, or finance education. We intend to use debt as a tool to better our lives and achieve our financial goals. However,…
Read MoreTop Three Financial Considerations in Divorce
Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally, and financially. Whether you are the one that has initiated the separation or not, it is unlikely that both spouses will be able to maintain the same standard of living after dividing assets and incomes.…
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