Women and Wealth  ·  August 25, 2026  ·  Universal Preservation Hall
Reserve Your Seat

Bouchey Blog

What Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine...
Read More about What Investors Need Now Is Patience and Fortitude
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...
Read More about Why Is Planning Around Your Employee Stock Options So Important?
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...
Read More about Don’t Put All Your Eggs in One Basket
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...
Read More about Series I Bonds – The One Thing That Improves With Inflation
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...
Read More about Is This What Capitulation Feels Like???
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...
Read More about What Is The Difference Between Medicare and Medicaid?
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...
Read More about What is a Qualified Charitable Distribution?
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...
Read More about Saving for the Next Generation
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...
Read More about Do I Need to Take a Required Minimum Distribution?
Planning for College Expenses
Written by: Vincenzo Testa, CPA In the 21st century, the cost of college tuition has nearly doubled. The annual growth...
Read More about Planning for College Expenses

Stay Up to Date

Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.

Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bouchey Financial Group, Ltd. [“Bouchey Financial”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Bouchey Financial. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Neither Bouchey Financial’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bouchey Financial is engaged, or continues to be engaged, to provide investment advisory services. Bouchey Financial is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Bouchey Financial’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available for review upon request or at www.bouchey.com. Please Note: Bouchey Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bouchey Financial’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Bouchey Financial client, please contact Bouchey Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.