Is a Roth IRA Conversion Right for You?

Roth conversion

What are the factors you must determine when deciding on a Roth conversion? Written by: Ryan Bouchey, CFP®, CPA Like many personal finance decisions, there are typically “gray” areas when choosing between two options. We can forecast many scenarios in any planning engagement, but as we all know, life can throw plenty of curveballs. Because…

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Today’s Inflation, The FED & Market Recap

y charts

Written by: Paolo LaPietra, CFP® Whether you have been listening to the news or talking with friends and family, inflation has found it’s way into the conversation. It makes sense, inflation affects so many aspects of our lives. While stopping at the gas pump, shopping in the grocery store, or in the market for a…

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Webinar: How To Plan Your Retirement Withdrawal Strategy

retirement withdrawal strategy

You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…

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Student Debt Relief Plan Made Simple

Bouchey Financial Group

Written by: Samantha Masey – Associate Wealth Advisor Article published in The Saratogian As expected, on Wednesday, August 24, 2022, President Joe Biden moved forward with his promise of partial student loan forgiveness. The Biden administration provided a three-part plan that includes $10,000-$20,000 of student loan forgiveness for low to middle income borrowers. In recent…

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Living Resources Fashion Show

Bouchey Financial Group

Bouchey Financial Group had the pleasure of sponsoring, attending, and participating in this year’s Living Resources Fashion Show at the track. This organization is near and dear to our CEO Steven Bouchey’s heart and he wanted to share the following words about his experience that day. “Susan and I were Honorary Chairs for the Living…

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Inflation Reduction Act of 2022

Bouchey Financial Group

President Joe Biden signed a $750 billion healthcare, tax and climate bill into law at the White House on Tuesday, August 16th. Take a minute to read our team’s summary where we break down some of the major changes and how it might affect you. Download Download created by Vincenzo Testa, CPA

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