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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Now You Too Can Expect Fiduciary Guidance on Your Retirement!
  Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you're being...
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Social Security Planning: Understanding and Planning Around Benefit Reductions 
    Written By: Catherine (Katie) Buck   We will cover: What is social security? Social Security Planning Benefit Reductions  ...
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Retire on Your Terms: Planning for Early Retirement
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored...
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Capital Region Chamber: Women’s Business Council Luncheon
Women of Excellence Luncheon 2024   Our team attended the Capital Region Chamber's 33rd Annual Women of Excellence Luncheon last...
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Understanding the FIRE Movement: A Path to Financial Independence and Early Retirement
    Written by: Scott Strohecker, CFP®, EA   In recent years, the FIRE (Financial Independence, Retire Early) movement has...
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Understanding and Maximizing Your Financial Aid Through FAFSA
  Written by: Paolo LaPietra, CFP®   Navigating the process of financial aid and scholarships is a major step for students...
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Money Mishaps: Financial Mistakes to Sidestep for a Wealthier Tomorrow
  Written by: Vincenzo Testa, CPA, CFP®   Living Beyond Your Means In today's consumer-driven society, it's tempting to succumb to...
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Q1 2024 Market Update
Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 Off to a Strong Start...
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Q1 2024 Market and Economic Update
As the first quarter comes to an end, our investment team recaps what we've seen year-to-date and what economic factors...
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Two Ways to Provide Cash Flow for an Early Retirement
  Written by: Marty Shields, CFP®, AIF®    Many individuals who want to retire early and only have access to cash...
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Unlocking Potential: The Power of Direct Indexing in Wealth Management
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from...
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What I Want My Daughters to Know about Managing Money
  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is...
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Tax-Savvy Investing: Navigating the Backdoor Roth for Maximum Returns
  Written by: Samantha Masey, CFP®   Are you a high earner that is no longer eligible to make Roth...
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Behavioral Finance: The Psychology of Money
    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an...
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Leaving a Legacy vs. Gifting During Your Lifetime
  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working...
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2024 State of the Economy Recording
Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year....
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Investing 101: Understanding the Different Types of Accounts
      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial...
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Managing Your Investment Portfolio in 2024: Four Essential Tips
Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains...
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Q4 2023 Market Update
What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most...
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Financial Resolutions for the New Year: Building a Stronger Financial Future in 2024
  Written by: Samantha Masey, CFP® As we say goodbye to last year and usher in 2024, it is the...
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