Our Resources

May 04, 2021

Four Steps to Set Yourself Up for Financial Success

Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s resolution.

March 16, 2021

How Much Will It Cost? The First and Most Important Question to Design Your Financial Future

You know what the cost will be for nearly everything you spend money on, correct? Furnishing a room or two will cost $5,000. A family getaway this summer will add up to $7,500. Total expenses for your college-bound child’s education will run about $30,000 this coming year. A new car will cost $50,000. That perfect new home can be had for $800,000.

February 04, 2021

How to Reinvent Your Permanent Life Insurance Strategy in Retirement

Understand what you have with your current permanent life insurance policy in order to make the best use of it in your retirement plan.

February 02, 2021

The Illusion of a Linear Life—and Financial Plan

A consistent theme among dynamic rules for determining how much you can safely spend each year in retirement is adaptation, which is why your plan accommodates the surprises and change sure to arise.

January 05, 2021

Saving Too Much Too Early in the Year Can Hurt Your Retirement

Want to make the most of any “free money” that comes with your 401(k)? Learn how contributing too much, too soon in the year can potentially reduce matching contributions from your employer.

January 05, 2021

The Right (or Wrong) Way to Retire

Before deciding to retire sooner than you had planned before 2020 came and went, sidestep these financial planning mistakes that can destroy a perfectly nice retirement.

December 01, 2020

Establish Desired Outcomes to Weather Financial Storms

Creating a long-term financial plan will help you weather future financial storms.

August 27, 2020

Income Planning and IRMAA in Retirement

Health care will likely be one of your biggest expenses in retirement, so it’s worth unpacking some Medicare basics and exploring ways to cost-effectively navigate coverage options, IRMAA, and income planning decisions.

August 04, 2020

Reframing the Social Security Claiming Decision for Married Couples

Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack.

August 04, 2020

Code Name: Monte Carlo

Monte Carlo simulation was first developed by scientists working on the top-secret Manhattan Project, but since then it has been widely applied elsewhere, including as a way to model the resiliency of your financial life plan. Read how we use Monte Carlo tools to stress test your plan against a range of potential scenarios to account for the risk and uncertainty inherent to investing.

August 04, 2020

Relief for Retirement Account Owners

The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help.

June 19, 2020

Roth IRAs Are Even Better

Connie Brezik explains changes introduced by the SECURE Act that affect the planning around and opportunities available through IRAs.

May 04, 2020

The Key To Saving More For Retirement: Using Your Imagination

Wherever you are on the continuum from now until your personal retirement then, consider using your imagination to help increase your motivation to save for the future.

April 06, 2020

CARES Act Relief for Retirement Account Owners and Small Businesses

March 02, 2020

Lean into Life After Work

Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement.

November 08, 2019

Figuring Out if You Should Retire

Sure, having enough money is an important part of the retirement equation, but there's much more to consider as well. Buckingham's Connie Brezik tackles four questions to ask and answer before you take this step.

September 06, 2019

Countdown to Retirement

Nearing retirement? It's time to take another look at refining the particulars of your plan. Wealth Advisor Sue Stevens explores some areas that can help guide you toward a better estimate of your accumulation needs.

July 16, 2019

Why Dismissing Social Security in Your Retirement Plan Is a Mistake

Buckingham's Jarrett Simpson looks at why retirement savers who are too cynical about or ignore Social Security are likely selling the program short.

July 12, 2019

Do You Really Want to Retire?

Sick of your job? Should you simply retire? Buckingham's Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst.

June 26, 2019

Life 2.0

Wealth Advisor Sue Stevens explores what it takes to turn that second career or ideal retirement into reality.

March 29, 2019

Preparing Yourself for the 'Retirement Apocalypse'

Larry Swedroe talks with Scarlet Fu on Bloomberg TV about the four issues investors nearing retirement are facing and the argument for passive vs. active management.

March 25, 2019

Planning a Successful and Meaningful Life in Retirement

Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan's new book "Your Complete Guide to a Successful and Secure Retirement" takes it a step further and focuses on planning for a meaningful life in retirement.

February 07, 2019

Retirement Tips for a Long Lifetime

Larry Swedroe and Katie Keary say longevity is a key challenge facing women in retirement and offer tips to help even the scales.

January 24, 2019

Retirees Need a Life Plan, Not Just a Financial One

David Nicklaus, of the St. Louis Post-Dispatch, reviews Larry Swedroe's newest book "Your Complete Guide to a Successful and Secure Retirement"

December 31, 2018

Dan Goldie Client Letter: January 2020

Dan discusses the SECURE act and highlights the changes most important for individual investors to consider.

August 07, 2018

The Unique Retirement Issues Facing Women

Larry Swedroe and Wealth Advisor Katie Keary explore the impact of 12 specific challenges that women face, and offer financially empowering solutions to them.

May 15, 2018

The Financial Perils of Old Age

Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care.

May 10, 2018

Is A Million Bucks Enough To Retire?

Tim Maurer offers a simple retirement stress test and asks what is perhaps the better question: What number works for you?

May 01, 2018

I Have to Do WHAT With My IRA?

While you won't be able to avoid taking required minimum distributions (RMDs) from your IRA when you reach a certain age, Buckingham's Kent Schmidgall offers three ways to potentially mitigate the tax bite.

April 24, 2018

Retirement: Is it Ever Too Early to Start Saving?

Tim Maurer talks retirement planning best practices with Lucy Nalpathanchil, host of WNPR's Where We Live.