Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts and videos, see our latest below.

  • Investing

    March 30, 2021

    Semantic Satiation in Investing

    Semantic satiation is a psychological phenomenon in which repetition causes a word or phrase to temporarily lose meaning for the listener, who then perceives the speech as repeated, meaningless sounds.

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  • Retirement

    March 16, 2021

    How Much Will It Cost? The First and Most Important Question to Design Your Financial Future

    You know what the cost will be for nearly everything you spend money on, correct? Furnishing a room or two will cost $5,000. A family getaway this summer will add up to $7,500. Total expenses for your college-bound child’s education will run about $30,000 this coming year. A new car will cost $50,000. That perfect new home can be had for $800,000.

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  • Family Life & Transitions

    March 06, 2021

    Who Manages Your Money After Death?

    In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family scenario, perhaps with only one marriage involved. Ideally, everyone is experienced with money management, has happy and stable relationships themselves, and there are no major personal issues to worry about.

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  • Investing

    March 01, 2021

    Should I Invest When the Market Is High?

    Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors.

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  • Retirement

    February 04, 2021

    How to Reinvent Your Permanent Life Insurance Strategy in Retirement

    Understand what you have with your current permanent life insurance policy in order to make the best use of it in your retirement plan.

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  • Retirement

    February 02, 2021

    The Illusion of a Linear Life—and Financial Plan

    A consistent theme among dynamic rules for determining how much you can safely spend each year in retirement is adaptation, which is why your plan accommodates the surprises and change sure to arise.

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  • Cashflow & Budgeting

    February 02, 2021

    The Crazy Stuff We Do With Money—Explained

    Every behavior around money, even those that seem totally illogical to you or others, may actually make perfect sense when we understand the experiences and beliefs underlying it.

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  • Education Funding

    February 02, 2021

    Finding a College That Fits Your Budget and Your Child

    From financial aid and the expected family contribution to selection strategies, consider these planning items when looking for schools that best fit your budget and, most importantly, your child.

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  • Investing

    February 02, 2021

    Stocks, Risk, and Your Roth IRA

    Placing certain investments in your taxable account, traditional IRA, or Roth IRA can tilt the overall amount of risk in your portfolio higher or lower.

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  • Cashflow & Budgeting

    January 27, 2021

    Buckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era

    We reconvened Buckingham’s Chief Client Officer David Levin for a live Q&A with our Managing Director of Investment Strategy Kevin Grogan, and our Director of Advanced Planning Jeffrey Levine. The conversation touched on the economic environment and what we’re looking out for.

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  • Retirement

    January 05, 2021

    Saving Too Much Too Early in the Year Can Hurt Your Retirement

    Want to make the most of any “free money” that comes with your 401(k)? Learn how contributing too much, too soon in the year can potentially reduce matching contributions from your employer.

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  • Retirement

    January 05, 2021

    The Right (or Wrong) Way to Retire

    Before deciding to retire sooner than you had planned before 2020 came and went, sidestep these financial planning mistakes that can destroy a perfectly nice retirement.

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  • Cashflow & Budgeting

    January 05, 2021

    Set Priorities and Optimize Debt to Balance Out Uncertainty

    Meeting your financial goals this year likely involves decisions about building up a sufficient emergency fund, saving for retirement, and paying off debt. How will you balance these priorities?

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  • Family Life & Transitions

    December 31, 2020

    The 12 Days of Holiday Fraud – Day 12: Porch Pirates

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  • Family Life & Transitions

    December 30, 2020

    The 12 Days of Holiday Fraud – Day 11: Stolen Rewards Points

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  • Family Life & Transitions

    December 29, 2020

    The 12 Days of Holiday Fraud – Day 10: Travel

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  • Family Life & Transitions

    December 28, 2020

    The 12 Days of Holiday Fraud – Day 9: Puppies

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  • Family Life & Transitions

    December 24, 2020

    The 12 Days of Holiday Fraud – Day 8: Holiday Shopping Spree

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  • Tax Strategies

    December 24, 2020

    What You Need to Know About Stimulus 2.0

    ‘Tis the season for stimulus! Questions are swirling about the latest stimulus bill. Buckingham Director of Advanced Planning Jeffrey Levine breaks it down for you.

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  • Family Life & Transitions

    December 23, 2020

    The 12 Days of Holiday Fraud – Day 7: Fake Apps

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  • Family Life & Transitions

    December 22, 2020

    The 12 Days of Holiday Fraud – Day 6: Gift Cards

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  • Family Life & Transitions

    December 21, 2020

    The 12 Days of Holiday Fraud – Day 5: Package Delivery

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  • Family Life & Transitions

    December 18, 2020

    The 12 Days of Holiday Fraud – Day 4: Fake Holiday Marketplaces

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  • Family Life & Transitions

    December 17, 2020

    The 12 Days of Holiday Fraud – Day 3: Secret Santa Shopper

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  • Family Life & Transitions

    December 16, 2020

    The 12 Days of Holiday Fraud – Day 2: Requests for Charitable Gifts

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  • Family Life & Transitions

    December 15, 2020

    The 12 Days of Holiday Fraud: Day 1

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  • Family Life & Transitions

    December 01, 2020

    Giving the Gift of Financial Independence

    What kind of gift can be memorable and also able to ace the test of time? It’s one that keeps on giving: the gift of financial independence.

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  • Cashflow & Budgeting

    December 01, 2020

    Two Ways to Align Your Money with Your Values

    Instead of focusing on money simply as a thing to accumulate, think about your money in terms of what it can do for you.

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  • Retirement

    December 01, 2020

    Establish Desired Outcomes to Weather Financial Storms

    Creating a long-term financial plan will help you weather future financial storms.

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  • Cashflow & Budgeting

    November 11, 2020

    Buckingham Post-Election Webcast: What Comes Next?

    Buckingham hosted a Post-Election Webcast on the economic environment, what we’re looking out for, and what it may mean for your financial plans.

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