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.

  • 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.

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  • 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.

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  • 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.

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  • July 27, 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.

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  • 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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  • 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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  • 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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  • 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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  • December 31, 2020

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

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  • December 30, 2020

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

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  • December 29, 2020

    The 12 Days of Holiday Fraud – Day 10: Travel

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  • December 28, 2020

    The 12 Days of Holiday Fraud – Day 9: Puppies

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  • December 24, 2020

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

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  • December 23, 2020

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

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  • December 22, 2020

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

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  • December 21, 2020

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

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  • December 18, 2020

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

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  • December 17, 2020

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

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  • December 16, 2020

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

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  • December 15, 2020

    The 12 Days of Holiday Fraud: Day 1

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  • December 01, 2020

    Giving the Gift of Financial Independence

    What kind of gift can be memorable and also able to ace the test of time? It’s one that keeps on giving: the gift of financial independence.

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  • November 03, 2020

    Give the Gift of Long-Term Happiness

    Creating experiences alongside material gifts this holiday season can turn the event into something to remember and relive for years to come.

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  • September 04, 2020

    A 2020 Year-End Planning Checklist

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  • June 29, 2020

    Have a Conversation, for You and Your Family

    Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness.

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  • May 04, 2020

    6 Steps to Help Protect a Loved One from Financial Elder Abuse

    To help protect an aging loved in your life, consider starting on the following six steps.

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  • February 27, 2020

    The Fear of Offending

    Connie Brezik offers tools for finding your voice and overcoming the fear of offending a loved one when diminished capacity make a difficult financial conversation necessary.

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  • July 08, 2019

    Preparing for Parenting: Staring Down the Financial Precipice

    Expecting? Buckingham's Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows.

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  • June 12, 2019

    Important To-Do's Before Sending Your Child Off to College

    Buckingham's Ken Rosenbaum looks at some essential financial tasks and other important to-do's you may have overlooked as the first day of a new academic year approaches and you get ready to send your child off to college.

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  • November 29, 2018

    Financial Decision-Making in an Aging World

    The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security.

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  • October 25, 2018

    A Guide to Starting Family Financial Conversations

    The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family's next important conversation about money.

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