Resources
Our Resources
As a Buckingham client, our insights and resources are constantly at your disposal. But, as a trusted voice in the industry, we also publish our findings and perspectives for your benefit. From articles to podcasts and videos, see our latest below.
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January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
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January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
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January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
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January 03, 2023
How To Weigh The Risks Of A Private Equity Offer
For dental practice owners looking to sell, a private equity deal offer may be enticing. However, it’s important to assess the three types of risks you’ll be faced with when considering the offer: risks you can control, risks you can influence and risks you can’t control.
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January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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December 19, 2022
How to Share Your Values with Legacy Letters
Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.
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December 05, 2022
Buckingham's Leadership Team's Book Recommendation
If you too are looking for a great read for yourself, or perhaps a gift idea for your favorite bibliophile, family member, friend or colleague, check out some of our Buckingham Leadership Team’s favorite selections.
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November 21, 2022
Inherited an IRA? Here’s Why Planning Distributions Early Matters
If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.
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November 10, 2022
The Great Retirement Debate
In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.
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