Financial Planning
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor can help answer for a client. While the answer is different for every situation there are essential pieces of information that should always be part of the conversation. Some are factual, while others are assumptions…
Written by: Samantha Masey – Associate Wealth Advisor I recently had a conversation with someone who shared that his parents taught him that all debt is bad, and it has significantly influenced his financial decisions. Since becoming a financial planner I hear this sentiment more and more from clients, friends, and family. Many people believe…
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…
Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their financial picture and whether they have the income and assets to cover their expenses. What they often fail to plan or consider are the other factors that will drive happiness and fulfillment in retirement. In…
Market Overview Investors started 2014 very skittish after two years of strong performance in the markets in 2012 and 2013 and with the bull market reaching its 5th year in March of 2014. As seen in Exhibit 1 below, this uncertainty manifested itself with a sharp decline in the markets in the 1st quarter due…
Listen in as Steve Bouchey of Bouchey Financial Group takes calls from listeners of WGY Let’s Talk Money to help them navigate the financial world. Listen here!
2015 State of the Economy Presentation
Each year the team at Bouchey Financial Group present the State of the Economy giving Steve, Marty and Ryan a chance to come face to face with and educate their clients. In the past two weeks we held two dinners, one in Troy and the other in Saratoga and had over 200 clients attend. An informed…