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Batavia, NY 14021. Bouchard Financial Services, LLC. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Donald E. Bouchard, MBA, ATP, LUTCF. Financial Advisor and Accredited Tax Preparer. Here are some ex...

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Bouchard Financial Services, LLC

Donald Bouchard

PO ●●●903

Ba●●ia , New York, 14021

United States

(585)●●●●●-7478

bo●●●●@yahoo.com

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Bouchard Financial Services, LLC

Donald Bouchard

PO ●●●903

Ba●●ia , New York, 14021

United States

(585)●●●●●-7478

bo●●●●@yahoo.com

View this contact

Bouchard Financial Services, LLC

Donald Bouchard

PO ●●●903

Ba●●ia , New York, 14021

United States

(585)●●●●●-7478

bo●●●●@yahoo.com

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Batavia, NY 14021. Bouchard Financial Services, LLC. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Donald E. Bouchard, MBA, ATP, LUTCF. Financial Advisor and Accredited Tax Preparer. Here are some ex...

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Home | Bouchard Financial Services, LLC | bouchardfinancialservices.com Reviews

https://bouchardfinancialservices.com

Batavia, NY 14021. Bouchard Financial Services, LLC. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Donald E. Bouchard, MBA, ATP, LUTCF. Financial Advisor and Accredited Tax Preparer. Here are some ex...

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bouchardfinancialservices.com

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Glossary | Bouchard Financial Services, LLC

http://www.bouchardfinancialservices.com/tools/glossary

Batavia, NY 14021. Bouchard Financial Services, LLC. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages gen...

2

Estate | Bouchard Financial Services, LLC

http://www.bouchardfinancialservices.com/resource-center/estate

Batavia, NY 14021. Bouchard Financial Services, LLC. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Safeguard Your Digital Estate. Principles of Preserving Wealth. When Do You Need a Will?

3

Retirement | Bouchard Financial Services, LLC

http://www.bouchardfinancialservices.com/resource-center/retirement

Batavia, NY 14021. Bouchard Financial Services, LLC. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. How to Retire Early. An Inside Look at Retirement Living. Are you ready for retirement? What Is a Roth 401(k)?

4

Tax Resources | Bouchard Financial Services, LLC

http://www.bouchardfinancialservices.com/tools/tax-resources

Batavia, NY 14021. Bouchard Financial Services, LLC. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. 160;or its subsidiaries. This site ma...

5

Products & Services | Bouchard Financial Services, LLC

http://www.bouchardfinancialservices.com/p/products-services

Batavia, NY 14021. Bouchard Financial Services, LLC. We provide assistance in the following areas:. Individuals . Traditional and Roth IRA's. Portfolio Review and Evaluation. Professional Money Management Programs. 160; . Retirement Distribution Planning . 160; . These services are offered by Donald E. Bouchard through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM. The HD Vest affiliated companies...

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Batavia, NY 14021. Bouchard Financial Services, LLC. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Donald E. Bouchard, MBA, ATP, LUTCF. Financial Advisor and Accredited Tax Preparer. Here are some ex...

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