Our Resources

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 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.

July 26, 2021

You Have to Stay the Course to Reach the Summit

When it comes to meeting your most important financial goals, time in the market can be a significant factor.

July 16, 2021

Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy

Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.

July 15, 2021

Creating a Charitable Legacy for When You Are Gone

Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.

July 15, 2021

Dan Goldie Client Letter: August 2021

Dan takes a look at the surprising and impressive outperformance of small cap and value stocks in the U.S. over the last 12 months.

June 25, 2021

The Joy of Being Wrong and the Danger of Desirability Bias

Being wrong stinks, but having been wrong can be great (it means you are now less mistaken than before). That's why acknowledging errors and exploring a spectrum of angles and attitudes can help us better navigate certain areas of life and money.

June 23, 2021

Financial Planning and Identity Theft Prevention

Where does financial planning end and identity theft prevention begin? Here’s how to integrate some basic preventative measures – credit freezes, reviewing your credit report, credit monitoring – into your overall planning.

June 21, 2021

College Athletic Scholarships: How to Play the Game

If your child is competitive in their chosen sport and you’re looking for guidance on how to get a college athletic scholarship, here's what to consider in that decision (starting with what’s available and where).

May 28, 2021

You Can’t Get Outperformance Without Underperformance

Go inside the stock market’s scariest moments of the past 50 years, first for some perspective on just how quickly it historically has recovered ground and next for some insight into what these events can teach us about our willingness to endure risk.

May 26, 2021

Saving Strategies for Your Child or Grandchild’s Future

If you're pondering the best way to prepare for your child or grandchild's future needs and expenses, start by discerning why you want to put money aside and your intention for it, then review the options and accounts best suited to meet those savings goals.

May 24, 2021

What You Need to Know About Parent PLUS Loans

If you have kids approaching college age and are looking for ways to foot the bill for higher education, study up on Parent PLUS Loans with this crash course on their fundamental features and some considerations that go into the borrowing decision.

May 20, 2021

Don’t Let the Perfect Be the Enemy of the Comfortable

Patience and discipline in an investment strategy is far more important than the strategy itself, because it doesn’t matter how sound the approach if you abandon it. That's why the best portfolio isn’t the one that has the potential to make the most money, but is instead the one you feel comfortable holding through thick and thin.

May 07, 2021

Why Wealthy Donors Don’t Give More

You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.

May 04, 2021

Effectively Navigating The In-Between Phases Of Life And Work

People talk a lot about finishing an existing project or starting a new one, but how can we effectively navigate the seeming wasteland between them?