Our Resources

January 11, 2023

Buckingham Weekly Perspectives | Three Key Changes in the SECURE Act 2.0

Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.

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.

December 05, 2022

Buckingham's Leadership Team's Book Recommendation

If you too are looking for a great read for yourself, or perhaps a gift idea for your favorite bibliophile, family member, friend or colleague, check out some of our Buckingham Leadership Team’s favorite selections.

November 10, 2022

The Great Retirement Debate

In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.

October 27, 2022

Buckingham Connects Workshop: Understanding and Managing Sequence of Returns Risk in Retirement

If you are retired or planning to retire soon, understanding and managing the concept of sequence of returns risk may go a long way towards improving your chances of a successful retirement.

October 17, 2022

Should You File for Social Security Early to Capture the Inflation Adjustment?

Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.

October 10, 2022

The A, B, Cs of Medicare

Medicare open enrollment is upon us. Where do you start?

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!

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”.

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.

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.

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?

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.

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.

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.