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
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
View all articles 
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
View all calculators
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.