Bouchey Financial Group

Webinar Recording: What’s Missing From Your Estate Plan?

By Samantha Masey | May 24, 2023

Watch our latest webinar on estate planning basics and things everyone should know about planning for the future. Harmony Wagner, CFP® and Scott Strohecker, EA review: Estate planning documents everyone should have When to consider more complex planning Lifetime strategies for leaving a legacy Download Your Estate Planning Checklists Here! Estate Planning Checklist Estate Planning…

Q1 2023 Market Update

Webinar Recording: Q1 2023 Market Update

By Samantha Masey | April 12, 2023

Watch the BFG investment team as they provide a lookback at the markets from Q1 and discuss how it affects portfolio performance. We will cover: Q1 Market Recap The Fed & Interest Rate Volatility Bringing Banking Uncertainty into Focus Portfolio Thoughts and Outlook Download the presentation slides here

stock compensation webinar

Webinar Recording: How to Maximize Your Employer Stock Compensation

By Samantha Masey | March 8, 2023

Watch our webinar recording for guidance on how to maximize your employer stock compensation and some tax considerations many people overlook! Presented by: Steven Bouchey, Nicole Gobel, and Vincenzo Testa Answered Questions: How can I optimize the timing of my stock awards? Should market volatility impact my decision on exercising awards? How do I minimize…

2023 SOE

2023 State of the Economy Recording

By Samantha Masey | January 30, 2023

Watch the 2023 State of the Economy presentation for our outlook on the markets and economy for the coming year. Steven Bouchey and his team will discuss: The State of the Firm 2022 In Review What’s Driving Investment Sentiment Challenges and Opportunities Planning Perspectives The Markets and Portfolio Outlook Watch the presentation below and download…

year-end tax planning

2022 Year-End Tax Planning Webinar

By Samantha Masey | November 30, 2022

Listen to the tax planning team at Bouchey Financial Group as they give their 2022 year-end tax planning recommendations. Join us for a discussion on: Gifting Strategies Maximizing Retirement Contributions Investment Strategies the Inflation Reduction Act of 2022 the SECURE Act 2.0 & Inherited IRA Rules

Q3 2022

Webinar: Q3 2022 Market and Economic Update

By Samantha Masey | October 19, 2022

The BFG Investment Team will share our market and economic outlook as we enter the fourth quarter with elevated inflation levels, continued interest rate hikes from the Federal Reserve, and the upcoming release of Q3 earnings data. Join Steve, Ryan, and Paolo as they discuss these important topics.

retirement withdrawal strategy

Webinar: How To Plan Your Retirement Withdrawal Strategy

By Samantha Masey | September 21, 2022

You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…