Financial Planning

new parents

7 Financial Tips for New Parents

By Samantha Masey | June 22, 2023

Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…

529 plan

6 Strategies for Unused 529 Plan Funds

By Samantha Masey | March 13, 2023

Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…

Secure Act 2.0

The SECURE Act 2.0 – What Does It Mean for You?

By Samantha Masey | January 11, 2023

Written By: Harmony Wagner, CFP® Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 the last week of December, and with it came many changes for retirees and those saving for retirement. With over 4,000 pages, the bill is a significant one, addressing topics such as Required Minimum Distributions (RMDs), 401(k)…

year-end tax planning

2022 Year-End Tax Planning Webinar

By Samantha Masey | November 30, 2022

Listen to the tax planning team at Bouchey Financial Group as they give their 2022 year-end tax planning recommendations. Join us for a discussion on: Gifting Strategies Maximizing Retirement Contributions Investment Strategies the Inflation Reduction Act of 2022 the SECURE Act 2.0 & Inherited IRA Rules

US Inflation

Personal Finance Strategies in a Higher Interest Rate Environment

By Samantha Masey | November 8, 2022

Written by: Vincenzo Testa, CPA Inflation is a healthy evil when the cost of goods and services increase year-after-year at modest percentages. During the past 25 years, inflation usually ranged between 2-3% as shown in the exhibit below, which is an optimal increase in the cost of goods and services. The U.S. Labor Department announced…

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.