Posts by Catherine Buck
What is a Mega Backdoor Roth and Is it Right for You?
Written by: Marty Shields, CFP®, AIF® A mega backdoor Roth is a strategy that allows individual investors to contribute more to a Roth IRA and/or Roth 401(k) than the standard contribution limits. It can also be beneficial to those who exceed the income phaseout limits for Roth IRA contributions. The income phaseout amounts for…
Read MoreEmergency Funds: Why You Need One & How to Build It
Written by: Catherine (Katie) Buck The basic financial advice for young adults is building an emergency fund to take care of those unexpected medical bills or car repairs and making sure you’re taking advantage of the employer match in your 401(k). However, there is a new behavioral trend towards money, a view shared…
Read MoreWomen Advisor Summit: New York City
Our team attended Investment News’ 2023 “Women Advisor Summit” in Tribeca, New York. The opening keynote speaker Mandy Gilbert addressed inclusive decision making. The panels discussed a myriad of topics pertaining to leadership, authenticity, business growth and navigating tomorrow’s opportunities. They enjoyed networking with a diverse group of women who all share a passion…
Read More2024 Inflation Adjustments: Retirement Plans, Social Security, and Medicare
Written by: Nicole Gobel CPA, CDFA Inflation is not in and of itself negative as we would expect a reasonable increase in all areas over time. Discussions over the last couple years on this topic have often centered around the higher cost of goods, services and housing, and how it has affected the average…
Read MoreNavigating Student Loans: Repayment Options and Strategies
Written by: Scott Strohecker, EA Introduction: Entering the world of higher education often means taking on the financial responsibility of student loans. While pursuing education is important for personal and professional growth, managing the repayment of student loans can be a daunting task. Understanding the various repayment options and implementing effective strategies can significantly…
Read MoreAlbany Business Review’s Best Places to Work 2023
Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany Business Review’s “Best Places to Work”. Our firm’s success starts with our team. This nomination is a testament to our incredible team and the fantastic work culture we’ve built together. We value their commitment, unwavering…
Read MoreUnderstanding Capital Gain Distributions from Mutual Funds
Written by: Paolo LaPietra, CFP® Just as I was getting used to writing ‘2023’, next week is November and we are already beginning our year-end planning conversations. There’s a handful of topics that fall under this umbrella, but this blog will specifically cater to investors with mutual funds in their taxable portfolios. It’s worth…
Read More