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.

  • June 03, 2020

    What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

    One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow.

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  • April 22, 2020

    Stuff to do While Quarantined: Fill out Your Estate Planning Inventory

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  • February 20, 2020

    Educate Your Heirs

    Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.

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  • November 06, 2019

    Living a Life Worthy of a Legacy at Any Age

    Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy.

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  • September 30, 2019

    The Foundational Aspects of Planning Your Legacy

    Elliot Dole explores how taking the emotional risk to truly begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values.

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  • August 08, 2019

    Money and Marriage: The Financial Plan for Marital Bliss

    Marriage means saying "I do" to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money.

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  • September 26, 2018

    Establish an Estate Plan Aligned with Your Objectives: What Is a Living Will?

    One key element of a comprehensive financial plan is a proper estate plan. Tom Bodin digs into one important aspect of the estate-planning process, specifically, the creation of a living will.

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  • September 13, 2018

    What Is a Springing Power of Attorney and Why Do I Need One?

    The majority of people are familiar with the general power of attorney, but a springing power of attorney can be another option you may decide to utilize in your estate plan.

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  • August 29, 2018

    What Are a Good Estate Plan’s Essential Elements?

    Establishing a solid estate plan is critical regardless of you age, health or wealth. Michael McAninch discusses the documents that make up a good plan and what to consider when creating each.

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  • May 31, 2018

    Integrating Investment, Tax and Legacy Strategies

    Wealth Advisor Sue Stevens explores what you need to consider as you move out of your working years, through retirement and plan a legacy.

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  • April 20, 2018

    Why Reviewing Your Account Beneficiaries Matters

    Buckingham's Connie Brezik on why it's so important to ensure your beneficiary designations align both with your wishes and the provisions in your will or trust.

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