Bouchey Blog
Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of Artificial Intelligence’s (AI) role in the economy is upon us. Just as .com became part of every earnings call in the late 1990s, AI has taken that role in today’s earning calls. The company that…
Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you’re being given around retirement is in your best interest? A new Department of Labor rule was recently released that aims to protect many more individuals from conflicts of interest. What is a fiduciary? How has the…
Written By: Catherine (Katie) Buck We will cover: What is social security? Social Security Planning Benefit Reductions Social Security The Social Security Bill was signed into law on August 14th, 1935 by Franklin D. Roosevelt. The benefits for retired workers were designed to prevent dependency and entitle retirees to some form of…
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…
Women of Excellence Luncheon 2024 Our team attended the Capital Region Chamber’s 33rd Annual Women of Excellence Luncheon last Friday, May 10th. The council honored six accomplished women for their achievements and impactful work within their careers and the community. Our team enjoyed the uplifting and engaging atmosphere and networked with attendees before the…
Written by: Scott Strohecker, CFP®, EA In recent years, the FIRE (Financial Independence, Retire Early) movement has gained in popularity as a revolutionary approach to personal finance and retirement planning. Promoting frugality, mindful spending, and strategic investing, the FIRE movement empowers individuals to break free from traditional work constraints and pursue financial…
Written by: Paolo LaPietra, CFP® Navigating the process of financial aid and scholarships is a major step for students aiming to manage and minimize the burden of student loan debt. The process, although complex, unlocks numerous opportunities for making higher education more accessible and affordable. This blog provides a comprehensive guide that dives into…