Bouchey Blog
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…
Katie, Nicole, and Jamie attended the Women’s Business Council (WBC) luncheon this week. It was a networking and interactive skills workshop where teams discussed emotional awareness and resulting emotional action scenarios. The event was designed for leaders and aspiring professionals to enhance leadership skills and tools to foster stronger teams within your organization. The…
Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of Artificial Intelligence’s (AI) role in the economy is upon us. Just as .com became part of every earnings call in the late 1990s, AI has taken that role in today’s earning calls. The company that…
Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you’re being given around retirement is in your best interest? A new Department of Labor rule was recently released that aims to protect many more individuals from conflicts of interest. What is a fiduciary? How has the…
Written By: Catherine (Katie) Buck We will cover: What is social security? Social Security Planning Benefit Reductions Social Security The Social Security Bill was signed into law on August 14th, 1935 by Franklin D. Roosevelt. The benefits for retired workers were designed to prevent dependency and entitle retirees to some form of…
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…