Bouchey Blog
Written by Vincenzo G. Testa, CPA, CFP®, ECA The Tax Cuts and Jobs Act was passed in 2017. It revamped the United States Tax Code and brought significant tax breaks to both individuals and businesses. However, many of its provisions are set to expire at the end of 2025. If the TCJA is not…
Written by: Martin Shields, CFP®, AIF® When most people think of wealth, they often picture one thing: financial prosperity-the state of being rich. While this definition works, it’s quite limited. It overlooks other important aspects of life that can be just as valuable, if not more so, than money. I prefer a broader definition…
Written by: Harmony Wagner, CFP®, CPWA ® The decision to retire is not just one decision, but the culmination of many smaller ones. A soon-to-be retiree faces questions that will affect their retirement success, such as when to take Social Security, to where they may want to live in retirement. While some of…
Written by: Catherine Buck, CFP® The Federal Funds Rate is the interest rate banks charge other institutions for lending overnight and is set by the Federal Reserve (Fed). It is one of the primary monetary policy tools the Fed uses to maintain their dual mandates of promoting maximum employment and price stability.…
Written by: Nicole Gobel CPA, CDFA® Do you or your loved ones have savings in IRAs or Roth IRAs? Do you want to understand how these assets will be taxed upon the owner’s passing? Prior to 2020 the rules around inheriting IRAs and Roth IRAs were relatively straight-forward but since then there have…
Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating the complexities of Medicare can feel overwhelming. The decisions you make regarding your healthcare coverage can have significant implications for your financial well-being. It is essential to be fully informed about Medicare so that you…
Q3 2024 Market Update
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Q3 2024 Market Update As we enter the 4th quarter, it’s still somewhat amazing to me the strength we continue to see in the current market landscape. It’s been roughly two years since every economist out there had predicted in impending recession,…