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.
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May 12, 2022
Buckingham Connects: May 2022
During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!
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February 22, 2022
3 Reasons the New RMD Tables for 2022 (And Beyond) Are Overrated
RMDs are big deal for retirement account owners, and thus, the new tables have been subject to quite a bit of attention and fanfare. The reality, though, is that for most retirees and other retirement account owners, the new tables take a page out of Shakespeare and are “Much Ado About Nothing”.
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December 27, 2021
Getting Real About Retirement Risks and Rewards
Explore some holistic financial planning opportunities, as well as risks, that may potentially arise in early, semi, and later retirement.
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October 18, 2021
Nearing Retirement with Student Loan Debt? Here Are Steps to Consider
Do you find yourself asking questions about the best way to pay off student loan debt in retirement? If so, take a look at these steps for seniors and retirees to consider.
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September 03, 2021
Buckingham Talks: Do we work too much?
Why do we work so much? Out of economic necessity? For a sense of fulfillment? To afford our growing financial wants and needs?
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August 26, 2021
Does Planning End at Retirement?
So you've just retired. Other than tee times and travel, there isn’t much planning left, is there? Of course there is. Learn some prudent planning strategies to optimally manage this life and financial transition.
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June 25, 2021
The Joy of Being Wrong and the Danger of Desirability Bias
Being wrong stinks, but having been wrong can be great (it means you are now less mistaken than before). That's why acknowledging errors and exploring a spectrum of angles and attitudes can help us better navigate certain areas of life and money.
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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.
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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.
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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.
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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.
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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.
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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.
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December 01, 2020
Establish Desired Outcomes to Weather Financial Storms
Creating a long-term financial plan will help you weather future financial storms.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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June 26, 2019
Life 2.0
Wealth Advisor Sue Stevens explores what it takes to turn that second career or ideal retirement into reality.
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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.
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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.
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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"
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