Bouchey Blog

Overview of the SECURE Act

By Samantha Masey | December 23, 2019

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…

College Aid

By Samantha Masey | December 20, 2019

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,…

Which is Better – Special Needs Trust vs ABLE accounts

By Samantha Masey | December 17, 2019

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…

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Year-End Tax Planning Webinar Recording

By Samantha Masey | December 10, 2019

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…

Going with the “Experts”

By Samantha Masey | November 26, 2019

Written by Ryan Bouchey With so many news stories to consume on a day to day basis, the one that I’ve been fascinated with since the summer has been the story of WeWork and its founder, Adam Neumann. The rise and fall of this company in such a short period of time will be written about for…

Alpha Beta Soup

By Samantha Masey | November 15, 2019

The analytical revolution in sports is a natural byproduct of the information arms race. As teams become more aware of the importance of data, they develop new and innovative analytical techniques. Coaches and general managers then use this information to guide their strategic decisions to give their team an edge. This has led to what…

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Safety First! A Cybersecurity Awareness Month PSA

By Samantha Masey | October 18, 2019

Written by Harmony Wagner I remember the day my dad brought home what my young siblings and I thought was the latest and greatest thing: a beeper. We begged him to show us how it worked and to let us call it from our landline phone. At the time, we had no idea just how…