Click here
for Insurance Services
Welcome to our company's financial services website focusing in retirement planning and estate conservation strategies.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. Please remember to visit our website often, as our content is constantly changing.
If you have any questions, please call us at (508) 564-5560 or e-mail us at
rbouchie@BouchieInsurance.com or smuma@BouchieInsurance.com. We will be happy to help. We look forward to talking with you.
Newsletters
-
Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
-
HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
-
Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
-
Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?