Proudly Serving Pennsylvania
2599 Wilmington Road
New Castle, PA 16105
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When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.
Wealth Advisor Corey Altman collaborates with Buckingham’s specialists across the country to ensure the strategies we employ address the many intricacies of clients’ financial lives.
Enjoy some of our latest resources
June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?Read the article
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).Read the article
May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.Read the article