Women and Wealth  ·  August 25, 2026  ·  Universal Preservation Hall
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Bouchey Blog

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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Happy International Women’s Day
Today we are excited to celebrate International Women’s Day with our team, our families and our clients. Here at Bouchey...
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Behavioral Finance and Its Impact on Investing
Starting my career in finance at the turn of the century, I have lived through some of the best and...
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Ukraine People, War and Markets
A Letter To Our Clients: I’ve been up all night monitoring the most telegraphed war and how it will affect...
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Home Office Tax Deductions: Is Working From Home Working for You?
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021...
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How Will Rising Interest Rates Affect Stocks?
Written by: Paolo LaPietra, CFP® With the Federal Reserve projecting three rate hikes in 2022, a recurring question I’ve been...
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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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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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