Donald E. Bouchard, MBA, ATP, LUTCF
Financial Advisor and Accredited Tax Preparer
Wecome to Bouchard Financial Services, LLC, where you will find a wealth of information in the form of videos, articles, calculators and presentations. My firm offers a customized, client centered approach to your individual situation and financial goals. Many people have found that working proactively with a qualified financial advisor can help provide clarity and direction in their financial planning.*
This website will provide you an overview of my services and how I approach each clients individual financial goals. The articles, calculators and presentations will assist in educating you about the basic concepts of wealth management. . With all the valuable information available on this website, I am sure you will see the value in working with a trusted and skilled Financial Advisor* to pursue your financial goals. If you are interested in my services, please contact me so we can discuss your particular needs and how I can assist you.
I hope you take advantage of this resource and visit often. Be sure to add my website to your list of "favorites" in your internet browser. Information is updated frequently to keep you informed on current issues and topics of interest.
*These services are offered by Donald E. Bouchard through his affiliation with Avantax.
Helpful Content
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Surprises
Making the most of surprises is a great reason to work with us.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.