Women and Wealth  ·  August 25, 2025  ·  Universal Preservation Hall
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Insights & Perspectives

At Bouchey Financial Group we take a great deal of pride in our knowledge and experience and the extensive research we perform to benefit our clients. We encourage you to review our insight and perspective on financial planning and investment management topics.

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A Young Professional’s Guide to Saving for Retirement
Written by: Samantha Masey Many young professionals are not aware that saving for retirement now will have a huge impact...
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Three Reasons to Consider a 401(k) Rollover
Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make...
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How Much Do I Need to Retire?
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor...
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WGY Mornings with Doug Goudie – January 26th, 2022 – Bouchey Financial Group
Today’s topics include: General Electric's fourth quarter earningsCurrent state of the stock marketTroy, NY on "The Gilded Age"
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WGY Mornings with Doug Goudie – January 19th, 2022 – Bouchey Financial Group
Today's topics include: Gov. Hochul's newly outlined budget plan for New York StateMicrosoft's acquisition of gaming publisher ActivisionNetflix's increase of...
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What is ‘The Great Resignation’?
Written by: Vincenzo Testa, CPA It has been almost two years since the entire world shut down. We all remember...
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Should You Rebalance Your Investment Portfolio?
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails.  This process brings the...
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WGY Mornings with Doug Goudie – January 5th, 2022 – Bouchey Financial Group
Today’s topics include: Inflation and how it continues to affect pricing on every day itemsRecent price increases for used carsInterest...
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The Power of Compounding Returns
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed...
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Webinar Recording: Year-End Tax Planning & What to Expect for 2022
Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect...
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What Is T.I.N.A. and Why Is It Important to Me?
Written by: Paolo LaPietra, CFP® Over the last few weeks, I've been discussing the relationship between the bond market and...
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‘Twas the Last Month of the Year and Tax Planning Is Here
Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and...
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Good vs Bad Debt: Does Good Debt Exist?
Written by: Samantha Masey - Associate Wealth Advisor I recently had a conversation with someone who shared that his parents...
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Albany Business Review’s Best Places to Work
Bouchey Financial Group is proud to be honored as one of the Albany Business Review’s 2021 Best Places to Work!...
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Should My Investment Allocation Become More Conservative in Retirement?
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often...
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3 Reasons Why You Should Consider a Roth Conversion
Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a...
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Q3 2021 – Quarterly Webinar Recording
Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions...
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2022 Social Security Benefit Increase
Written by: Vincenzo Testa, CPA As seen in the Saratogian The Social Security Act was signed into law by President...
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Planning for Retirement – 5 Factors to Consider Beyond Your Finances
Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their...
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Inflation: Why is this such a big deal and how does it affect me?
Inflation is a term that has been dominating the financial news in recent months, and as investors, it is important...
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