Our Resources

January 24, 2022

Stay Ahead of the Game: Important 2022 Tax Updates for Baby Boomers

Learn five major 2022 tax rule revisions that every baby boomer needs to know to avoid late fees, cash in on potential savings, and prevent future tax headaches.

January 10, 2022

5 New Year’s Resolutions to Keep You Financially Fit in 2022

Examining these five key considerations every January will help put you in the best position to stay financially fit in the new year.

December 27, 2021

Getting Real About Retirement Risks and Rewards

Explore some holistic financial planning opportunities, as well as risks, that may potentially arise in early, semi, and later retirement.

December 14, 2021

Buckingham Advisors Honored as Ingram’s Local Heroes

We’re pleased to share that Buckingham advisors Kelly Hokanson and Stephanie Guerin have been honored as 2021 Kansas City business magazine Ingram’s Local Heroes.

December 13, 2021

A Refreshing Perspective on Money and Happiness

In the end, would you take more of the stuff money can buy in exchange for less of what it can’t? Here's how your financial life plan can help translate your money into happiness.

November 30, 2021

5 Opportunities to Create a Living Legacy

With the help of your advisor, you can create a solid plan that allows you to identify what assets in your overall financial picture are available to leave a living legacy.

November 29, 2021

7 Money-Saving Actions to Take Before Year-End

Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.

November 15, 2021

Where to Save Your Next Available Dollar

Have your savings goals for the year been met? Learn which savings vehicle or account should receive your next available dollar – and in what order.

November 09, 2021

Buckingham Advisor Sue Stevens Named 2021 ThinkAdvisor Luminary Thought Leader

We’re pleased to share that Buckingham Strategic Wealth advisor Sue Stevens has been named as one of ThinkAdvisor’s 2021 Luminary Thought Leaders.

November 05, 2021

Buckingham Talks: What Build Back Better Means for You

Below is a replay of our Buckingham Talks webinar from earlier this week, as well as an update on what’s in and what’s out of the proposed legislation since we spoke about it.

November 03, 2021

Buckingham Strategic Wealth Among Top RIA Firms

Buckingham Strategic Wealth has earned a place at No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List.

November 01, 2021

Do Low Fixed Income Yields Have You Worried About Retirement?

Learn how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.

October 18, 2021

Nearing Retirement with Student Loan Debt? Here Are Steps to Consider

Do you find yourself asking questions about the best way to pay off student loan debt in retirement? If so, take a look at these steps for seniors and retirees to consider.

October 18, 2021

Maximize Your Impact: Charitable Giving Strategies

With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year.

October 11, 2021

Marathons & Markets: You've Trained For This!

Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad, don’t forget—you’ve trained for this!

October 04, 2021

Long-Term Disability Insurance: You Likely Need More Protection Than You Have

The closer you can get to matching your current income with a long-term disability insurance solution, the more peace of mind you’ll have that, if disability should strike, you'll still be able to stay on track to reach your financial and life goals.

September 24, 2021

Taking Advantage of the Mega Backdoor Roth IRA Before it Goes Away

The mega backdoor Roth IRA may be an option to even further increase contributions for future tax-free Roth growth and withdrawals. Do you know how to utilize it?

September 20, 2021

Are You a Smaller, a Baller, or an Aller?

One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

September 08, 2021

Social Security and Medicare Update with Jeffrey Levine

September 07, 2021

Integrate Your Personal Values and Financial Goals with ESG Investing

A convergence between corporate sustainability and sustainable investing has become a major force driving market change as investors increasingly focus their attention on sustainable factors.

September 03, 2021

Buckingham Talks: Do we work too much?

Why do we work so much? Out of economic necessity? For a sense of fulfillment? To afford our growing financial wants and needs?

August 26, 2021

Does Planning End at Retirement?

So you've just retired. Other than tee times and travel, there isn’t much planning left, is there? Of course there is. Learn some prudent planning strategies to optimally manage this life and financial transition.

August 24, 2021

Financial Alignment for Yourself and Your Family

In preparing the next generation to manage money, it’s not how much you know but what you model that matters most. Read on for some tools to help your children or grandchildren foster a positive relationship with money.

August 23, 2021

Making Sense of Education Savings: What's Right for You?

Feeling overwhelmed by your college savings choices? It’s no wonder – there are a lot of options, and the right fit depends on your circumstances. So, if you’re in the process of deciding on an education savings path, let this decision tree help guide you.

August 18, 2021

Gifting Money? Develop a Plan

If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.

August 16, 2021

SECURE Act 2.0 and Student Loans

What if you could simultaneously pay off student loans and save for retirement? Enter the SECURE Act 2.0.

August 09, 2021

Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

Has the pandemic and its fallout led you to reevaluate what you want from the future? While any changes to a holistic financial life plan in response to these events will look different for everyone, a few common themes have surfaced that are worth exploring.

August 02, 2021

Sway with the Wind

Get acquainted with some first steps to help ensure that your financial life is resilient enough to effectively accommodate even sudden changes in personal economy.

July 29, 2021

Business Owners: 10 Strategies to Create, Manage and Distribute Wealth

Whether your business is booming or under a bit of strain, a key question remains: How is your personal financial situation? Are you where you want to be? Here's how to get more intentional about achieving your most important priorities for the future.

July 27, 2021

After Your Divorce Is Finalized, What’s Next?

While the experience varies from couple to couple and individual to individual, consider these common financial to-do’s to address and then cross off your list once your divorce is finalized.