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.

  • July 25, 2023

    Preventing Identity Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances.

    Watch the video
  • June 20, 2023

    Planning for Incapacity: Options for Managing Your Finances

    In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

    Watch the video
  • April 24, 2023

    Financial Institution Stability: How Secure are Your Savings?

    When you trust a financial institution with your hard-earned savings, you assume it will be there for you when you need it. But what happens if that institution has financial troubles or even goes bankrupt?

    Watch the video
  • 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
  • February 25, 2022

    Identity Theft Checklist and Prevention

    Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc.

    Read the article
  • October 04, 2021

    Long-Term Disability Insurance: You Likely Need More Protection Than You Have

    The closer you can get to matching your current income with a long-term disability insurance solution, the more peace of mind you’ll have that, if disability should strike, you'll still be able to stay on track to reach your financial and life goals.

    Read the article
  • 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.

    Read the article
  • October 05, 2020

    Long-Term Care Insurance: When and What Kind?

    Not everyone may need long-term care insurance, but everyone does need a long-term care plan.

    Read the article
  • August 01, 2018

    Manage Risk Through Proper Insurance Coverage: How Does Personal Disability Insurance Work?

    Have you put a plan together to protect your income and your family in the unfortunate event of a disability?

    Read the article
  • July 24, 2018

    Cybersecurity Insights: Protecting Your Child's Identity

    Read the article
  • July 18, 2018

    Manage Risk Through Proper Insurance Coverage: Is Life Insurance a ‘Good Investment’?

    As a wealth advisor, I encourage my dental clients to purchase life insurance as a means of managing the risks associated with premature death.

    Read the article