Posts by Samantha Masey
Local Families Receive Christmas Gifts
This holiday season our organization was able to support some families in need in our local community through Commission on Economic Opportunity. Lauren Bouchey shopped and wrapped the weeks leading up to delivering our Christmas gifts to Kate Maciol and her dynamic team for numerous families. Their mission is “Changing lives, improving our community “, which…
Read MoreBFG Holiday Party
Tis the season to be grateful for all that we have, and for me, to serve others in our community or on the streets who can use a helping hand. But this weekend, I celebrated with my 18 amazing professionals who I’m blessed to work with to manage our clients’ wealth. We took over the…
Read More2022 End of Year Planning Checklist
It may be hard to believe, but we are nearing the end of 2022. This time of year is an opportune time to evaluate your financial situation, review your risk management plan, and define action steps for any items that need to get done before year-end. To assist with this process, we have prepared an…
Read More2022 Year-End Tax Planning Webinar
Listen to the tax planning team at Bouchey Financial Group as they give their 2022 year-end tax planning recommendations. Join us for a discussion on: Gifting Strategies Maximizing Retirement Contributions Investment Strategies the Inflation Reduction Act of 2022 the SECURE Act 2.0 & Inherited IRA Rules Play Video
Read MorePersonal Finance Strategies in a Higher Interest Rate Environment
Written by: Vincenzo Testa, CPA Inflation is a healthy evil when the cost of goods and services increase year-after-year at modest percentages. During the past 25 years, inflation usually ranged between 2-3% as shown in the exhibit below, which is an optimal increase in the cost of goods and services. The U.S. Labor Department announced…
Read MoreWhat You Need to Know About Financial Risk Protection
Written by: Marty Shields, CFP®, AIF® When most people are considering financial risk management their first thought goes to mitigating downside risks with their investment portfolios. Although this can be an important part to a long-term financial plan, in most cases it is not as important as managing financial risks through having the proper insurance…
Read MoreInflation Adjustments That Benefit You
Written by: Nicole Gobel, CPA There have been several big announcements this past week that will benefit taxpayers and are meant to be a means of combatting the high inflation we continue to see in many areas of the economy. Social Security recipients will be receiving a substantially larger benefit in 2023 on top of…
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