Bouchey Blog

Bouchey Financial Group

Albany Business Review’s Best Places to Work

By Samantha Masey | November 9, 2021

Bouchey Financial Group is proud to be honored as one of the Albany Business Review’s 2021 Best Places to Work! We are proud of our team, and their hard work and dedication to our clients. Our staff is second to none and we give them all the credit for creating a thriving and encouraging work…

Should My Investment Allocation Become More Conservative in Retirement?

By Samantha Masey | November 2, 2021

Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…

3 Reasons Why You Should Consider a Roth Conversion

By Samantha Masey | October 25, 2021

Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a week, I have a client who asks me whether a Roth conversion is something they should consider in their financial planning. This is also a topic that I often bring up in conversations with clients. …

2022 Social Security Benefit Increase

By Samantha Masey | October 15, 2021

Written by: Vincenzo Testa, CPA As seen in the Saratogian The Social Security Act was signed into law by President Roosevelt on August 14, 1935. It was created as a safety net for elderly, unemployed and Americans who are at a disadvantage. When an American worker receives a paycheck on their earned income, they pay…

Bouchey Financial Group

Planning for Retirement – 5 Factors to Consider Beyond Your Finances

By Samantha Masey | October 12, 2021

Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their financial picture and whether they have the income and assets to cover their expenses.  What they often fail to plan or consider are the other factors that will drive happiness and fulfillment in retirement. In…

Inflation: Why is this such a big deal and how does it affect me?

By Samantha Masey | October 5, 2021

Inflation is a term that has been dominating the financial news in recent months, and as investors, it is important to understand what the term inflation means and how it affects our investments. Key Takeaways: Understanding inflation and its causes Central Bank responses to support economic growth have increased inflationary pressures How inflation can affect…

Protecting Your Business from Cybercrime

By Samantha Masey | September 30, 2021

Written by: Harmony Wagner, CFP® and Samantha Masey It’s not just billion-dollar corporations that are at risk for cybercrime. Businesses of all sizes and industries are at risk, and once a breach occurs, it can be detrimental, particularly to small businesses. Once a breach occurs, the costs incurred by the affected business may include financial…