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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A letter of instruction provides additional and more personal information regarding your estate.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Building wealth requires protection from the forces of wealth destruction.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Make your retirement as exciting as your next vacation.