Bouchey Blog
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a common financial dilemma, and the answer is not always straightforward. The landscape for making this decision has evolved significantly, especially in 2024, with higher yields on safe investments challenging traditional wisdom. Here’s a detailed discussion…
Written by: Vincenzo Testa, CPA, CFP®, ECA When it comes to managing your retirement savings, one critical decision you might face is what to do with your 401(k) when you leave a job. Often, individuals are presented with the option to roll over their 401(k) into an Individual Retirement Account (IRA). This…
Written by: Martin Shields, CFP®, AIF® In 2024, you can contribute $7,000 annually to a Traditional IRA and if you are 50 and over you can contribute an additional $1,000. The primary way to contribute to a Traditional IRA is through pre-tax contributions. Pretax contributions are a powerful way to save for retirement because they…
The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with clients through the years opens you up to many different experiences. It’s funny, early on in my career I always found myself doing all I could to work on my technical abilities and use “math”…
Written by: Samantha Masey, CFP® As the technology for self-managed investment platforms and robo-advisors advances, many people have begun to wonder if the cost of hiring a financial advisor is worth it. To some the fee-only model may not appear to be as affordable as other options, but those same people may be surprised…
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…
Q2 2024 Market Update
Striking the Right Balance Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2024 First Half Update Recently, I’ve been thinking about the word nuance as it relates to the markets given some of the recent volatility we’ve seen these past few weeks. Headlines are an easy way to sell the news, and…