Posts by Samantha Masey
Q1 2021 – Quarterly Webinar Recording
Visit the link below to hear Steven Bouchey, Martin Shields, and Nicole Gobel present their recap of the first quarter of 2021 and what we expect for the rest of the year, as well as some potential tax changes that may be ahead. Please feel welcome to follow along with the presentation slides by clicking…
Read MoreWhat you need to know to keep your Medicare Premiums from Increasing
Written by Martin Shields The surprise that many new retirees find when they start receiving Medicare at age 65 is that their annual premiums will go up if their income increases. This added premium amount is known as Income-Related Monthly Adjustment Amount (IRMAA). These added premium amounts only impact your Medicare premiums for Parts…
Read MoreHow COVID-19 Might Impact Your Taxes
It’s been nearly a year since COVID-19 entered our lives, and since then the pandemic has affected nearly every part of life for most people in the U.S. and around the world. It is no surprise that COVID-19 will have an impact on 2020 taxes for many people. At the time this article was written,…
Read More2021 State of the Economy Presentation
This past Wednesday, we had the pleasure of presenting our annual State of the Economy presentation via livestream from Universal Preservation Hall in Saratoga Springs. Steven Bouchey, Ryan Bouchey, and Marty Shields shared a recap of the markets and economy in 2020, and what we expect for 2021. Please visit the link below to view…
Read MoreFive Ways Historic Low Mortgage Rates Can Change Your Financial Plan
Written by Martin Shields The 30-year mortgage rate has dropped to its lowest rate since it was originally tracked starting in 1971 as shown in the graph below. Last year the 30-year mortgage rate was 3.74% and the most recent rate was down to 2.66%. As rates continue to decline to levels we could not…
Read MoreAll-Time Highs: A Rare Occurrence or Just Another Normal Day in the Stock Market?
Written by Harmony Wagner As financial advisors, we often speak with clients or prospective clients with cash to invest who are hesitant to put it to work “because the markets are at all-time highs.” The hesitancy to invest cash while the markets are doing well is not entirely unreasonable. After all, an investor always hopes…
Read More2021 Economic Outlook with Rensselaer County Chamber of Commerce
We will once again be partnering with Rensselaer County Regional Chamber of Commerce for our 3rd annual Economic Outlook event. This event will be held virtually on Wednesday, February 3rd, at 1:00 PM. The investment team at Bouchey Financial Group consisting of Steven Bouchey, CFP®; Ryan Bouchey CFP®, CPA; and Martin Shields CFP®, AIF;…
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