2022 End of Year Planning Checklist

2022 planning checklist

It may be hard to believe, but we are nearing the end of 2022. This time of year is an opportune time to evaluate your financial situation, review your risk management plan, and define action steps for any items that need to get done before year-end. To assist with this process, we have prepared an…

Read More

2022 Year-End Tax Planning Webinar

year-end tax planning

Listen to the tax planning team at Bouchey Financial Group as they give their 2022 year-end tax planning recommendations. Join us for a discussion on: Gifting Strategies Maximizing Retirement Contributions Investment Strategies the Inflation Reduction Act of 2022 the SECURE Act 2.0 & Inherited IRA Rules

Read More

Personal Finance Strategies in a Higher Interest Rate Environment

US Inflation

Written by: Vincenzo Testa, CPA Inflation is a healthy evil when the cost of goods and services increase year-after-year at modest percentages. During the past 25 years, inflation usually ranged between 2-3% as shown in the exhibit below, which is an optimal increase in the cost of goods and services. The U.S. Labor Department announced…

Read More

What You Need to Know About Financial Risk Protection

Risk Management

Written by: Marty Shields, CFP®, AIF® When most people are considering financial risk management their first thought goes to mitigating downside risks with their investment portfolios.  Although this can be an important part to a long-term financial plan, in most cases it is not as important as managing financial risks through having the proper insurance…

Read More

Inflation Adjustments That Benefit You

Inflation Adjustments

Written by: Nicole Gobel, CPA There have been several big announcements this past week that will benefit taxpayers and are meant to be a means of combatting the high inflation we continue to see in many areas of the economy. Social Security recipients will be receiving a substantially larger benefit in 2023 on top of…

Read More

Webinar: Q3 2022 Market and Economic Update

Q3 2022

The BFG Investment Team will share our market and economic outlook as we enter the fourth quarter with elevated inflation levels, continued interest rate hikes from the Federal Reserve, and the upcoming release of Q3 earnings data. Join Steve, Ryan, and Paolo as they discuss these important topics.

Read More

Q3 Market and Economic Update

Steven Bouchey

What a summer we enjoyed and here we are with foliage showing brilliant colors before the leaves start to fall, no pun intended. Before we know it, Thanksgiving will be here, and then the holiday season. Have you had your fill of pumpkin spice this and that yet? This is supposed to be our quarterly…

Read More