Financial Planning

retirement withdrawal strategy

Webinar: How To Plan Your Retirement Withdrawal Strategy

By Samantha Masey | September 21, 2022

You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…

Bouchey Financial Group

Webinar: Personal Finance Strategies For a High Inflationary Environment

By Samantha Masey | August 17, 2022

With inflation at 40-year highs, American households are feeling the pinch. Watch our latest webinar for some helpful personal finance strategies during times of high inflation. Presented by Steven Bouchey, Ryan Bouchey, and Harmony Wagner.

Bouchey Financial Group

What Is Debt Recycling and How Can It Benefit You? 

By Samantha Masey | August 11, 2022

Written by: Vincenzo Testa, CPA What is Debt Recycling?  Debt recycling is a personal finance strategy that is commonly used by turning existing “bad debt” into “good debt” that is both tax deductible and works to enhance your financial future. Good debt is debt that is used to pay for an asset that has long-term…

Bouchey Financial Group

5 Personal Finance Strategies During High Inflation

By Samantha Masey | June 29, 2022

Written by: Harmony Wagner, CFP® With inflation at 40-year highs, American households are feeling the pinch. For April and May, the year-over-year inflation figures were 8.3% and 8.6% respectively, and with issues on both the supply and demand side of inflation, many people fear that inflation may persist through the summer months and perhaps even…

Bouchey Financial Group

Saving for the Next Generation

By Samantha Masey | April 4, 2022

Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends and family. As we guide clients through many different phases and transitions of life, we often provide counsel to people who are interested in transferring wealth to the next generation. My husband and I just…

Bouchey Financial Group

Webinar Recording: Financial Planning Tips for Working Professionals

By Samantha Masey | March 16, 2022

Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management

Six Steps to Create an Effective Estate Plan

By Samantha Masey | March 16, 2022

Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it can be overwhelming to think about, and everyone hopes it is not needed until many years in the future. The fact is that life is uncertain and if something were to happen, the difference between…