Bouchey Blog
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…
Is the Saying True? Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner We’ve all heard this advice countless times throughout our lives from parents, trusted friends or our own internal voices attempting to keep us from experiencing failure. But what does not having all your eggs in one basket look like when…
Written by: Marty Shields, AIF, CFP® In this time of high inflation, rising interest rates and volatile equity markets, it is difficult to find investments that can provide a rate of return that is greater than inflation and not volatile. Well one does exist, and it has become very popular recently. It is the Series…
Capitulation means “to surrender or give up” when it comes to investing. I’m not sure how close we are to the low point of this market correction for the S&P 500 and bear market for Nasdaq, or just maybe we hit it already. We never know until time passes and we look back. I do…
Written by: Jenny D. Foley, CPA As the baby boomer generation continues into retirement, a common financial planning question we hear is, what are the best options for medical insurance and long-term care needs for retirees? This article will answer: What is the difference between Medicare and Medicaid? Who is eligible for Medicaid? How does…
Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If you are charitably inclined or already making charitable donations to support non-profits, a qualified charitable distribution (QCD) might make sense for you. A QCD is a distribution from an IRA paid directly to a qualified…
What Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine conflict, Covid-19 lingering on, China’s lockdowns adding to supply chain disruptions, and inflation at 40-year highs!!! So, what has changed on the inflation front? The May consumer price index (CPI) was red hot, rising +1%…