Bouchey Blog
Written by Stacy Akaka When couples are approaching retirement age and determining the best strategy for receiving their social security benefits, there is one strategy commonly known as ”file-and-suspend” that will allow one of them to start receiving benefits while simultaneously grow both of their long-term benefits. This strategy requires one spouse to file for…
Written by: Ryan Bouchey A common question we see clients face when we discuss financial planning is should they be spending money on their children’s education costs or saving for their own retirement. Although it may be a difficult decision for a parent to make, our advice generally centers around the premise that you only…
Written by: Martin X. Shields As part of our firm’s philosophy of investing in our human capital, we try attending several conferences each year where we complete due diligence and research on investments, global economic trends, best business practices and methods to better utilize our technology. This week several members of our team attended a…
Written by: Martin X. Shields One of the biggest issues facing retirees is longevity and the potential of outliving their assets. Many individuals in their 60s never seem to worry about living past their 80s but as the chart below indicates, for a couple who are both 65 today there is almost a 50% chance…
Written by: Steve Bouchey, President & CEO Thursday, April 24, marked a significant day for Apple stock shareholders. For the first time in nine years, Apple Inc. (AAPL) will have a 7-for-1 split, a move that caused shares to spike in early trading. While the split will not change the value of Apple’s shares (seven…
Written by: Stacy E. Akaka, CDFATM Many women, often reluctantly, either through divorce or death of a spouse, find themselves the sole financial decision maker in their homes. Other times, women choose to stay single. According to statistics from the National Center for Women and Retirement, 9 out of 10 women will be the sole financial…
As the old saying goes, the longer the winter, the sweeter the spring. A statement that is particularly relevant after this recent winter. The challenging winter weather aligns with a challenging quarter in the markets, especially when compared to the 1st quarter performance over the previous four years. There is reason to hope that spring…