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

    July 26, 2021

    You Have to Stay the Course to Reach the Summit

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  • Tax Strategies

    July 16, 2021

    Buckingham Talks: How Higher Taxes May Impact Your Financial Future

    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.

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  • Charitable Giving

    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.

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  • Retirement

    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.

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  • Insurance and Protection

    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.

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  • Education Funding

    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).

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  • Investing

    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.

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  • Family Life & Transitions

    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.

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  • Education Funding

    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.

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  • Investing

    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.

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  • Charitable Giving

    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.

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  • Family Life & Transitions

    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?

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  • Family Life & Transitions

    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.”

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  • Retirement

    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.

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  • 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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  • Education Funding

    February 16, 2021

    Public Service Student Loan Forgiveness: Pandemics, Payments and Planning

    Student loan repayment relief was recently extended, so if you're pursuing public service loan forgiveness (PSLF) it might be time to revisit your plan.

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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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