Bouchey Blog

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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Are You in Financial Alignment? Why being in financial alignment can make all the difference to your long-term goals.
Written by: Ryan Bouchey, CPA, CFP   Maybe one of the simplest concepts in personal finance and investing, yet one of...
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Happy Holidays
Wishing you and your loved ones a season filled with joy, laughter, and unforgettable moments. May the warmth of the...
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Building Your Future: A Guide to Retirement Savings by Age
  Written by: Vincenzo Testa, CPA, CFP®   Planning for your golden years is a task that should ideally begin...
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Investing is Hard: The Price of Successful Investing
  Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing...
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What is a Mega Backdoor Roth and Is it Right for You? 
  Written by: Marty Shields, CFP®, AIF®  A mega backdoor Roth is a strategy that allows individual investors to contribute...
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Emergency Funds: Why You Need One & How to Build It
  Written by: Catherine (Katie) Buck   The basic financial advice for young adults is building an emergency fund to...
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Women Advisor Summit: New York City
  Our team attended Investment News' 2023 "Women Advisor Summit" in Tribeca, New York. The opening keynote speaker Mandy Gilbert...
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2024 Inflation Adjustments: Retirement Plans, Social Security, and Medicare
Written by: Nicole Gobel CPA, CDFA   Inflation is not in and of itself negative as we would expect a...
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Navigating Student Loans: Repayment Options and Strategies
  Written by: Scott Strohecker, EA   Introduction: Entering the world of higher education often means taking on the financial responsibility...
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