Bouchey Blog

Why Is Planning Around Your Employee Stock Options So Important?
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold...
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Don’t Put All Your Eggs in One Basket
Is the Saying True? Written by: Nicole Gobel, CPA - Wealth Advisor & Tax Planner We've all heard this advice...
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Series I Bonds – The One Thing That Improves With Inflation
Written by: Marty Shields, AIF, CFP® In this time of high inflation, rising interest rates and volatile equity markets, it...
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Is This What Capitulation Feels Like???
Capitulation means "to surrender or give up" when it comes to investing. I'm not sure how close we are to...
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What Is The Difference Between Medicare and Medicaid?
Written by: Jenny D. Foley, CPA As the baby boomer generation continues into retirement, a common financial planning question we...
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What is a Qualified Charitable Distribution?
Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If...
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Saving for the Next Generation
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends...
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Do I Need to Take a Required Minimum Distribution?
Written by: Nicole Gobel, CPA In every industry there are acronyms. In the investment advisory and tax planning world, RMD...
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Planning for College Expenses
Written by: Vincenzo Testa, CPA In the 21st century, the cost of college tuition has nearly doubled. The annual growth...
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Six Steps to Create an Effective Estate Plan
Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it...
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