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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June 27, 2022
Managing Your Digital Legacy
We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.
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June 21, 2022
Tax-Loss Harvesting: Making Lemonade out of Lemons
Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.
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June 06, 2022
The Human Side of Financial Planning
Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.
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May 20, 2022
Pride Month: How to Build Your LGBTQ Financial Plan
It’s almost LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.
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May 12, 2022
A Guide to Federal Student Loan Forgiveness
What exactly is student loan forgiveness, and how does it work? The past six months have brought about some interesting, exciting and unexpected changes to student loan repayment.
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May 06, 2022
Prepare Your Portfolio for Midterm Elections
How will the upcoming elections affect your portfolio? Buckingham’s Daniel Campbell offers three points to consider as America heads to the polls.
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April 25, 2022
Leveraging Tax-Savings Opportunities with the Help of an Advisor
Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.
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April 08, 2022
The Big Spend
COVID-19 created an economic impact. However, people today are still making luxury purchases and traveling around the world. The big spend is on!
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March 31, 2022
Welcome to the Family!
Buckingham is excited to offer a warm welcome to our newest acquisition in Overland Park, Kansas – Lumia Wealth.
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