Posts by Samantha Masey
International Women’s Day
A message from Steven Bouchey on International Women’s Day Helping women manage their wealth has always been near and dear to my heart, and I have built out my team to include some very dynamic and talented female professionals to help me fulfill this goal. I am committed to bringing more awareness so that women…
Read MoreThe Future of Electric Vehicles and Artificial Intelligence: The Effect on Economies
Written by: Vincenzo Testa, CPA, CFP® The shift from gas-powered vehicles to electric vehicles will be a revolutionary change in the world of transportation. We can compare this change to when we went from “horse and buggies” to the Ford Model T. The infrastructure needed to make this shift will create hundreds of thousands of…
Read MoreHealth Savings Accounts Can Be an Integral Part of Your Retirement Plan – Here’s How
Written by: Marty Shields, CFP®, AIF® A Health Savings Account (HSA) is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. These expenses include deductibles, copayment, and long-term care insurance. HSA funds generally cannot be used for health insurance premiums, and you can…
Read More2023 State of the Economy Recording
Watch the 2023 State of the Economy presentation for our outlook on the markets and economy for the coming year. Steven Bouchey and his team will discuss: The State of the Firm 2022 In Review What’s Driving Investment Sentiment Challenges and Opportunities Planning Perspectives The Markets and Portfolio Outlook Watch the presentation below and download…
Read MoreIs Inflation Trending in the Right Direction?
Written by: Paolo LaPietra, CFP® Last week was another step in the right direction for the fight against inflation with December’s CPI coming in at 6.5%. This would make the sixth consecutive month of declining inflation, down from 7.1% in November. Inflation has been a dark cloud hovering over the stock market, bond market, and…
Read MoreWhy Bouchey Financial Group is Committed to Giving Back, Especially During the Holidays
Tis the season to give back and I along with my team try our best to make a difference in the lives in our communities. I know firsthand there are many folks who find it hard to put food on the table, buy gas or pay their heating bills so I’ve been to Walmart a…
Read MoreThe SECURE Act 2.0 – What Does It Mean for You?
Written By: Harmony Wagner, CFP® Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 the last week of December, and with it came many changes for retirees and those saving for retirement. With over 4,000 pages, the bill is a significant one, addressing topics such as Required Minimum Distributions (RMDs), 401(k)…
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