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
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Building Your Legacy
A four-step framework for building a personal legacy.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Retirement & Rising Costs: Managing Inflation Risk
Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Rule of 72
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.