Bouchey Blog
Written by David Rath Growing up, I used to love the game “Mouse Trap.” Truthfully, I didn’t actually play the game as it was intended to be played—I was simply fascinated with the Rube Goldberg nature of the setup and I found quite a bit of joy watching each item do its part in accomplishing…
Written by Paolo LaPietra As many of you have probably heard, the SECURE Act was passed in December of 2019 and has created some serious buzz within retirement discussions. Our president & CEO, Steve Bouchey, discussed the important characteristics of this new bill during our State of the Economy presentations in January. While the SECURE…
Opened in 1863, the Saratoga Race Course is one of the oldest sporting venues in the country. Working in the heart of Saratoga Springs, I am exposed to an endless stream of horseracing culture. Whether it be stores selling fancy hats meant to be worn to the track or local restaurants naming sandwiches after famous…
Written by Martin Shields As part of the end of year federal spending bill, the U.S. House and Senate passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act this week, which will go to the White House for signature before the end of the year. The SECURE Act will cause several significant changes…
Written by Paolo Lapietra In the midst of the holidays, high school students all around the country are meticulously planning their gift wish list. Between the newest Apple products, gaming devices, and other miscellaneous items, students should find room on their list to write “college tuition” in big bold letters. As we’re all well aware,…
Written by Martin Shields For individuals with a disability, the current limit of assets they can have in their name without impacting their ability to receive Supplemental Security Insurance is $2,000. To help these individuals meet their financial obligations without impacting their ability to receive government benefits there are two primary strategies, establishing a NYS…
Visit the link below to watch our latest webinar and hear Stephen Cutting and Ryan Bouchey discuss important tax planning strategies to implement before the end of the year, with an emphasis on charitable giving. If you would like to follow along with the presentation, you may view the slides at this link: 2019 Year-End Tax…