Investment Advice
Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we discuss the value we provide for our clients which can be broken down into the following categories: Personal CFO – We provide guidance regarding any finance related question. Tactical Investment Management – We manage ETF…
Play Video Click here for our 2024 Year End Tax Planning Checklist As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA. Topics include: Maximizing…
Written by: Harmony Wagner, CFP®, CPWA ® The decision to retire is not just one decision, but the culmination of many smaller ones. A soon-to-be retiree faces questions that will affect their retirement success, such as when to take Social Security, to where they may want to live in retirement. While some of…
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a common financial dilemma, and the answer is not always straightforward. The landscape for making this decision has evolved significantly, especially in 2024, with higher yields on safe investments challenging traditional wisdom. Here’s a detailed discussion…
Written by: Martin Shields, CFP®, AIF® In 2024, you can contribute $7,000 annually to a Traditional IRA and if you are 50 and over you can contribute an additional $1,000. The primary way to contribute to a Traditional IRA is through pre-tax contributions. Pretax contributions are a powerful way to save for retirement because they…
Written by: Samantha Masey, CFP® As the technology for self-managed investment platforms and robo-advisors advances, many people have begun to wonder if the cost of hiring a financial advisor is worth it. To some the fee-only model may not appear to be as affordable as other options, but those same people may be surprised…
Ask the Experts at Bouchey Financial Group: The Fed, Stocks and Bonds
As seen in The Saratogian The Fed met this week and as expected, they hiked interest rates by 0.75%. I believe this was already baked into the cake, as they say. The Fed was late to this party and should have begun hiking rates last year but is now committed to fighting inflation as best…