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.
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Family Life & Transitions
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
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Investing
May 20, 2022
Pride Month: How to Build Your LGBTQ Financial Plan
It’s almost LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.
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Cashflow & Budgeting
December 31, 2019
Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom
Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals.
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Business Ownership
September 12, 2019
The Importance of Managing Cash Flow in a Dental Practice
Katie Collins explores why your practice's cash flow is important for a number of reasons.
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Estate & Trust
August 08, 2019
Money and Marriage: The Financial Plan for Marital Bliss
Marriage means saying "I do" to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money.
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Family Life & Transitions
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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Family Life & Transitions
August 27, 2018
Managing Money as a Couple
When it comes to integrating finances and managing money, Connie Brezik says that any successful system starts with openness, good communication and transparency.
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