Posts by Samantha Masey
Webinar Recording: Year-End Tax Planning & What to Expect for 2022
Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect for 2022. Learn about: Gifting Strategies Maximizing Retirement Contributions Potential Tax Changes in the Build Back Better Act Bouchey Financial Group is a fee-only, fiduciary, financial advisory firm with locations in Saratoga Springs & Troy,…
Read MoreWhat Is T.I.N.A. and Why Is It Important to Me?
Written by: Paolo LaPietra, CFP® Over the last few weeks, I’ve been discussing the relationship between the bond market and T.I.N.A with clients. Their initial facial expressions as they try to figure out who T.I.N.A is and what she has to do with the bond market are priceless. Before they start guessing, if it’s a…
Read More‘Twas the Last Month of the Year and Tax Planning Is Here
Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and is filled with holiday distractions it is important not to forget year-end tax planning. In this article, I have provided some tips to help reduce your tax bill and potential changes to pay attention to…
Read MoreGood vs Bad Debt: Does Good Debt Exist?
Written by: Samantha Masey – Associate Wealth Advisor I recently had a conversation with someone who shared that his parents taught him that all debt is bad, and it has significantly influenced his financial decisions. Since becoming a financial planner I hear this sentiment more and more from clients, friends, and family. Many people believe…
Read MoreA Son Gone Too Soon
Ayshawn Davis was an 11-year-old boy who was tragically shot in Troy, NY. Steve, a community advocate, connected with the family to help guide them through something they weren’t prepared for. Steve was instrumental in getting the City of Troy to dedicate a tree in the park near where Ayshawn lost his life and secure…
Read MoreAmerican Cancer Society Gala of Hope 2021
Bouchey Financial Group is a long time supporter of the American Cancer Society. On November 13, 2021 Steven Bouchey, a past Beacon of Hope honoree, was proud to recognize this year’s recipient and good friend, CJ DeCrescente. As Steve often says, “Cancer doesn’t discriminate and once you are part of the Cancer Club, you’re…
Read MoreAlbany Business Review’s Best Places to Work
Bouchey Financial Group is proud to be honored as one of the Albany Business Review’s 2021 Best Places to Work! We are proud of our team, and their hard work and dedication to our clients. Our staff is second to none and we give them all the credit for creating a thriving and encouraging work…
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