Broker Check

PO Box 903
Batavia, NY 14021

Bouchard Financial Services, LLC

(585) 343-7478

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Year-End Planning & Wealth-Building Strategies

Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

View all articles arrow

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

View all calculators arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow