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 to videos, see our latest below.
-
March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the article -
March 01, 2023
Social Security Benefits: 5 Things Married Couples Should Know
Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.
Watch the video -
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the article -
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the article -
January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
Read the article -
August 29, 2022
How to Find an Advisor You Can Trust
Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.
Read the article -
March 28, 2022
How an Advisor Helps His Daughter Search for Her Dream College
Helping you find schools that will prepare your children for success and happiness without compromising your retirement or other financial goals.
Read the article -
March 14, 2022
Planning for a Loved One with Special Needs
As advisors with a dedicated focus in special needs planning, we know this process can be overwhelming - many clients are unsure where to even start. However, when you work with an advisor who concentrates in special needs, they can direct you to the best resources to develop a solid financial plan.
Read the article -
February 14, 2022
5 Strategies We ❤
This Valentine’s Day we're spreading the love (of financial wellbeing, that is) with some wealth planning tips we hold near and dear to our hearts.
Read the article -
December 13, 2021
A Refreshing Perspective on Money and Happiness
In the end, would you take more of the stuff money can buy in exchange for less of what it can’t? Here's how your financial life plan can help translate your money into happiness.
Read the article -
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.
Read the article -
August 23, 2021
Impact of FAFSA Changes for Divorced and Separated Parents
How will the FAFSA Simplification Act affect you and the potential financial aid for your children?
Read the article -
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.
Read the article -
June 09, 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.
Read the article -
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.
Read the article -
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?
Read the article -
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.”
Read the article -
March 23, 2021
Considering Divorce? How to Financially Prepare
Regardless of the why behind the timing, if you are considering a divorce, there are some important things to think about from a financial perspective to make sure you are prepared.
Read the article -
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.
Read the article -
-
-
-
-
-
-
-
-
-
-
December 16, 2020
The 12 Days of Holiday Fraud – Day 2: Requests for Charitable Gifts
Read the article