Webinars/Videos
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
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.
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…
With inflation at 40-year highs, American households are feeling the pinch. Watch our latest webinar for some helpful personal finance strategies during times of high inflation. Presented by Steven Bouchey, Ryan Bouchey, and Harmony Wagner.
With the continuation of market volatility in the second quarter, the BFG team provides guidance on what to expect with the markets and the economy with the higher-than-expected inflation reading, the Federal Reserve raising interest rates, and the continued impacts from COVID-19 and the war in Ukraine. Listen to Steve, Marty, John, and Harmony as…
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
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…