Financial Planning
An inheritance can represent a family’s most significant financial event – and one of the most consequential planning opportunities a person will ever face. How inherited wealth is received, structured, and invested in the months following a transfer determines whether it compounds into lasting financial security or erodes through taxes, poor allocation, and missed decisions.…
Divorce is one of the most financially consequential events a person can go through – and for high-net-worth individuals, the stakes are higher at every stage. Asset division, tax consequences, retirement restructuring, and long-term income planning all converge at once, often under legal and emotional pressure that makes clear financial thinking harder. The decisions made…
Over 35 years, Bouchey Financial Group has grown to manage more than a billion dollars for over a thousand clients across the country. The firm requires a $500,000 minimum in investable assets, not as a gate, but because the CPA and CFP® integration that defines the model produces the most value for clients whose financial…
A CPA handles your tax picture. A CFP® builds your financial plan. At most firms, those two professionals have never met. The CPA files your return based on what already happened. The financial planner builds a strategy without knowing what the tax implications will be. You are left in the middle, hoping the two sides…
Niskayuna is one of Schenectady County’s highest-income communities, with a median household income of approximately $93,800 – well above the county median of roughly $70,000-$80,000 – and a poverty rate under 2%. For households here in peak earning years, the question isn’t whether to work with a wealth manager. It’s how to find one worth…
Learn how pledged asset lines allow investors to borrow against their portfolio and explore key considerations, risks, and flexibility compared to traditional financing options.
Written by: Scott Strohecker, CFP®, EA If you’ve felt like the weekends have been a wash – literally since last November, you’re not alone. From soggy Saturdays to damp Sundays, the near-constant weekend rain has affected everything from BBQ plans to local events. But there’s a silver lining hidden in the storm…