Bouchey Blog
Last week, we were honored to host the “Planning with Purpose” seminar at Bouchey Financial Group in collaboration with Ryan Bouchey and Jim LeBrou (RLGC). We welcomed an engaged group of attendees who came ready to explore meaningful estate-, tax-, and financial-planning strategies for all stages of life. From the opening remarks through tactical break-out…
Life changes, and so do the financial decisions that come with them. Our Women & Wealth luncheon at Duo at the Dunes brought women together to learn, connect, and feel supported through every chapter ahead. Hosted on October 22nd, the event featured three expert panelists who shared guidance across key areas of financial planning: Harmony…
Prepare for the Changes from the One Big Beautiful Bill: What Can I Do? Written by: Vincenzo G. Testa, CPA, CFP®, ECA The One Big Beautiful Bill (OBBB) takes effect in 2025 and brings some of the most significant tax changes in years. While much of the law aims to simplify taxes, the real…
The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth Written by: Harmony Wagner, CFP, CPWA Many young professionals in their working years focus on building their wealth. As retirement approaches, the impact of taxes narrows the focus to maximizing the after-tax value of one’s wealth. With required minimum distributions on the…
Shutdown, Slowing Jobs… And All-Time Highs? Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update We begin the fourth quarter in the midst of a government shutdown, slowing of the labor market, worrying headlines and….all-time highs. Quite the backdrop for the current state of markets and the economy, but one…
Team Bouchey recently spent the day volunteering at the Ronald McDonald House in Albany, preparing a fresh salad and pasta bar for families staying at the House. It was a meaningful opportunity for our team to come together and support an organization that provides comfort, care, and stability to families with children receiving medical treatment.…
November Market Insights: The Missing Jobs Report
Written by: Ryan Bouchey, Chief Investment Officer I’ve been thinking a lot about the economy and, more specifically, the missing jobs reports from September and soon to be October. Many headlines over the past few weeks have included job cuts from major U.S. employers – Amazon slashing 34,000 jobs and almost 10% of their office workforce,…