Bouchey Blog

Social Security Planning: Understanding and Planning Around Benefit Reductions 
    Written By: Catherine (Katie) Buck   We will cover: What is social security? Social Security Planning Benefit Reductions  ...
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Retire on Your Terms: Planning for Early Retirement
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored...
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Capital Region Chamber: Women’s Business Council Luncheon
Women of Excellence Luncheon 2024   Our team attended the Capital Region Chamber's 33rd Annual Women of Excellence Luncheon last...
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Understanding the FIRE Movement: A Path to Financial Independence and Early Retirement
    Written by: Scott Strohecker, CFP®, EA   In recent years, the FIRE (Financial Independence, Retire Early) movement has...
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Understanding and Maximizing Your Financial Aid Through FAFSA
  Written by: Paolo LaPietra, CFP®   Navigating the process of financial aid and scholarships is a major step for students...
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Money Mishaps: Financial Mistakes to Sidestep for a Wealthier Tomorrow
  Written by: Vincenzo Testa, CPA, CFP®   Living Beyond Your Means In today's consumer-driven society, it's tempting to succumb to...
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Q1 2024 Market Update
Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 Off to a Strong Start...
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Q1 2024 Market and Economic Update
As the first quarter comes to an end, our investment team recaps what we've seen year-to-date and what economic factors...
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Two Ways to Provide Cash Flow for an Early Retirement
  Written by: Marty Shields, CFP®, AIF®    Many individuals who want to retire early and only have access to cash...
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Unlocking Potential: The Power of Direct Indexing in Wealth Management
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from...
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