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PO Box 903
Batavia, NY 14021

Bouchard Financial Services, LLC

(585) 343-7478

 
Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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 H.D. VEST Investment Services SM and H.D. VEST Advisory Services SM.

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Rightsizing for Retirement

What does your home really cost?

Surprises

Making the most of surprises is a great reason to work with us.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

2017 Year in Review

Take a look at this 2017 Market Recap.

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