Webinar: Financial Aid 101

By Samantha Masey | June 22, 2022

Watch our latest webinar to learn about the basics of financial aid, the current climate and student loan forgiveness.   Presenters include: John Millet, CPA – CFO & COO Paolo LaPietra, CFP®– Wealth Advisor and Portfolio Strategist Clem LaPietra – Guest Speaker – Executive Director of Student Loan Management at Monroe College

Bouchey Financial Group

WEBINAR: What Should I Do With My Old 401(k)?

By Samantha Masey | May 18, 2022

The average American changes jobs 12 times in their lifetime. With each of these job changes, many people leave behind an old 401(k) because they aren’t sure what to do with those assets. In this 30-minute webinar, we will explain your options when it comes to handling an old 401(k), the benefits of a direct…

Bouchey Financial Group

Webinar Recording: Q1 2022 Market and Economic Update

By Samantha Masey | April 20, 2022

After strong market volatility in the first quarter, the BFG investment team will provide guidance on what to expect with the markets and the economy with the Federal Reserve raising interest rates, higher inflation readings and the war in Ukraine. Listen to Steve, Marty and Paolo discuss these important topics.

Bouchey Financial Group

Webinar Recording: Financial Planning Tips for Working Professionals

By Samantha Masey | March 16, 2022

Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management

Bouchey Financial Group

Webinar Recording: Making Sense of the Market

By Samantha Masey | February 28, 2022

With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine, historical market volatility, and economic data to help frame our investment strategy. Listen to Steven Bouchey, Jason Alonzo, and Paolo LaPietra discuss the market outlook and their thoughts on the recent volatility.

Bouchey Financial Group

Webinar Recording: Year-End Tax Planning & What to Expect for 2022

By Samantha Masey | December 15, 2021

Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect for 2022. Learn about: Gifting Strategies Maximizing Retirement Contributions Potential Tax Changes in the Build Back Better Act Bouchey Financial Group is a fee-only, fiduciary, financial advisory firm with locations in Saratoga Springs & Troy,…

Bouchey Financial Group

Q3 2021 – Quarterly Webinar Recording

By Samantha Masey | October 20, 2021

Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions about Q4.