Bouchey Blog
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021 due to various Covid protocols. While remote work has continued to gain in popularity, there are also an array of costs associated with maintaining a home office. Are any of these expenses tax deductible? The…
Written by: Paolo LaPietra, CFP® With the Federal Reserve projecting three rate hikes in 2022, a recurring question I’ve been receiving is “How will rising interest rates affect my stocks?” It’s an important question to ask, especially with so much negative sentiment towards rising rates for equity investors. We’ve seen volatility so far this quarter,…
Written by: Samantha Masey Many young professionals are not aware that saving for retirement now will have a huge impact on their financial picture in the long run. This article offers three practical steps to get their financial life on track. Three steps for savings towards retirement: Create a Budget Contribute to Employer Retirement Plans…
Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make it easy to save directly from your paycheck and can help simplify the investment experience, especially for those in the early years of retirement saving or who have a relatively low account balance. However, there…
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor can help answer for a client. While the answer is different for every situation there are essential pieces of information that should always be part of the conversation. Some are factual, while others are assumptions…
Written by: Vincenzo Testa, CPA It has been almost two years since the entire world shut down. We all remember March 2020; when our places of work sent us home for the day. We did not know what to expect. Who would have known two years later we would still be dealing with the headwinds…
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails. This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions. This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…