Our Resources

November 25, 2024

Navigating Conversations About Inheritance With Adult Children

Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.

September 04, 2024

Long-Term Health Care: Exploring Your Options & Costs

In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.

August 06, 2024

Planning Through Divorce: 5 Considerations to Safeguard Your Future

In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.

July 29, 2024

Switching Jobs? Action Items When Making a Career Change

While starting a new job is an exciting life transition, it’s important to be prepared for how your financial life could change. Wealth Advisor Ryan Berning shares five key items to review when transitioning to a different role.

April 08, 2024

Caring for Aging Parents: The Essential Planning Guide

In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

March 05, 2024

5 Common Questions When Buying a Home

In this webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.

February 12, 2024

5 Financial Planning Tips for Welcoming a Baby

When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

July 17, 2023

6 Key Financial Considerations for Unmarried Couples

Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.

June 19, 2023

The Financial and Emotional Impact of Sudden Wealth

We have all dreamed about having the resources to instantly pay off our mortgage, purchase a new vehicle or go on a luxury vacation. But sudden wealth comes with a unique set of unexpected financial and emotional challenges.

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.

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.

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. 

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?

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.

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.

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.

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.

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.

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.

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

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?

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.

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.

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 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.”

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.

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.

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