Our Resources

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?

May 04, 2021

Your Home – and Financial – Edit

“The Home Edit,” a company started by two enterprising women to blend home organizing and interior styling, seems to have really taken hold, especially during the stay-at-home days of 2020. Your financial life and files may also need an “edit.”

May 04, 2021

Four Steps to Set Yourself Up for Financial Success

Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s resolution.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

December 31, 2020

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

December 30, 2020

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

December 29, 2020

The 12 Days of Holiday Fraud – Day 10: Travel

December 28, 2020

The 12 Days of Holiday Fraud – Day 9: Puppies

December 24, 2020

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

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.

December 23, 2020

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

December 22, 2020

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

December 21, 2020

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

December 18, 2020

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

December 17, 2020

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

December 16, 2020

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

December 15, 2020

The 12 Days of Holiday Fraud: Day 1