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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Make the Most of Retirement Without Losing Sight of the Plan
Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
View all articles 
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?