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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When considering life insurance, it's important to understand your options.
These food myths will really put a drain on your wallet.
Your credit score may influence how much you pay for auto and home insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate