Posts by Samantha Masey
How Much Do I Need to Retire?
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor can help answer for a client. While the answer is different for every situation there are essential pieces of information that should always be part of the conversation. Some are factual, while others are assumptions…
Read MoreWhat is ‘The Great Resignation’?
Written by: Vincenzo Testa, CPA It has been almost two years since the entire world shut down. We all remember March 2020; when our places of work sent us home for the day. We did not know what to expect. Who would have known two years later we would still be dealing with the headwinds…
Read MoreShould You Rebalance Your Investment Portfolio?
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails. This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions. This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…
Read MoreThe Power of Compounding Returns
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed quality time with family and friends reflecting on how fortunate I am to have every one of them in my life. My two daughters who are 9 and 7 years old respectively, have been carefully…
Read MoreWebinar 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 More