Bouchey Blog
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
Safe Harbor Rules Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner Nobody likes paying income taxes. Unfortunately, it is a necessity and important to remember that if you’re paying taxes it means at some point you had income or gains that generated those taxes. But there is no reason to pay penalties…
On Wednesday, August 3, 2022, Bouchey Financial Group was proud to support the Saratoga Hospital Gala as a “Charlie Chaplin” level sponsor. Members of the Bouchey Financial team came out in dressed to the nines for the Great Gatsby-themed event that supported the Saratoga Community Health Center and raised over $500,000 for the cause.
A longtime supporter of the American Cancer Society, Bouchey Financial Group was a proud sponsor of its annual summertime soiree, the “Red, White and Blue” party. Hosted at the beautiful Saratoga National Golf Course on June 24th, members of the Bouchey team, dressed in their summer best, attended the event to show their support and…
Written by: Vincenzo Testa, CPA What is Debt Recycling? Debt recycling is a personal finance strategy that is commonly used by turning existing “bad debt” into “good debt” that is both tax deductible and works to enhance your financial future. Good debt is debt that is used to pay for an asset that has long-term…
Bouchey Financial Group is a proud partner of Ronald McDonald House Charities of the Capital Region. We recently helped sponsor the 40 Years of Love Gala to celebrate the mission and impact RMHC has had in our area. Through this organization’s efforts more than 20,000 families have been helped. Our ongoing partnership is one of…
Written by: Martin Shields, CFP®, AIF® In 2017, the Department of Labor adopted a rule regarding fiduciary investment advice under the Employee Retirement Income Security Act (ERISA). The rule provided guidance on how financial advice must be given to participants in a 401(k) plan and guidelines an advisor must meet when transferring a client’s retirement…