Bouchey Blog

What Does True Wealth Look Like? 
  Written by: Martin Shields, CFP®, AIF®   When most people think of wealth, they often picture one thing: financial prosperity-the...
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Am I Retiring at the Wrong Time?
  Written by: Harmony Wagner, CFP®, CPWA ®   The decision to retire is not just one decision, but the...
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What to Expect with Fixed Income Investments When the Federal Reserve Cuts Interest Rates 
  Written by: Catherine Buck, CFP®     The Federal Funds Rate is the interest rate banks charge other institutions...
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The Not-So-Simple Rules for Inherited IRAs
    Written by: Nicole Gobel CPA, CDFA® Do you or your loved ones have savings in IRAs or Roth...
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Understanding the Ins and Outs of Medicare: A Financial Advisor’s Guide 
    Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating...
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Pay Off Your Mortgage Early or Invest?
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a...
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What to Do with that Old 401(k)
    Written by: Vincenzo Testa, CPA, CFP®, ECA   When it comes to managing your retirement savings, one critical...
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Why it almost NEVER makes sense to Contribute After Tax Dollars to an IRA
Written by: Martin Shields, CFP®, AIF®   In 2024, you can contribute $7,000 annually to a Traditional IRA and if you...
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Q2 2024 Market Update
Striking the Right Balance Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 First Half Update Recently,...
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What is Your Relationship with Money?
The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with...
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