Posts by Samantha Masey
Webinar: Finance Tips for Women and Their Wealth
Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth. Nicole Gobel, CPA, CDFA®, Harmony Wagner, CFP® and Samantha Masey, CFP® review: Investments Tax Planning Risk Management Strategies Watch the presentation below. Play Video
Read More7 Financial Tips for New Parents
Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…
Read MoreI Just Received an Inheritance, Now What?
Written by: Vincenzo Testa, CPA, CFP® When receiving an inheritance, one can find themselves feeling overwhelmed. Suddenly, you find yourself with a significant sum of money or assets that can potentially impact your financial future. However, it is essential to approach these situations with careful consideration and thoughtful planning. Depending on what assets are inherited,…
Read MoreWebinar Recording: What’s Missing From Your Estate Plan?
Watch our latest webinar on estate planning basics and things everyone should know about planning for the future. Harmony Wagner, CFP® and Scott Strohecker, EA review: Estate planning documents everyone should have When to consider more complex planning Lifetime strategies for leaving a legacy Download Your Estate Planning Checklists Here! Estate Planning Checklist Estate Planning…
Read MoreAmerican Cancer Society Gala of Hope
Bouchey Financial Group is a proud sponsor of the American Cancer Society. This past weekend we had the privilege of supporting the Gala of Hope. The event raised money for the cause, honored the Raymond Family with the Jeanne E. Walsh Beacon of Hope Award, and ended with some beautiful fireworks.
Read MoreA Turning Point for the Dollar?
Written by: Martin Shields, CFP®, AIF® For the past decade, the U.S. Dollar has experienced a sustained rally against other currencies with gains of almost 50% from its lows of 2011. These gains were propelled by the resilience of the U.S. economy, relatively high interest rates compared to other developed countries and a safe haven…
Read MoreWomen & Wealth
The women on our team were able to take part in a women and wealth event this past week that provided an opportunity for networking and financial education. At Bouchey Financial Group, we understand the importance of inclusivity and take pride in empowering women through personal wealth management. We look forward to future events like…
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