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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Buying a Home
A look at what you need to think about when buying a home.
View all articles 
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
View all calculators
When Markets React
When markets shift, experienced investors stick to their strategy.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?