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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Charitable Giving
November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.
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Tax Strategies
November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.
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Investing
September 11, 2023
Buckingham Connects Quarterly Webinar: September 2023
Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.
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Estate & Trust
September 26, 2022
5 Reasons Your Financial Advisor Should Review Your Will
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.
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Charitable Giving
September 07, 2022
How to Start Strategizing for Charitable Giving Season
Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.
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Charitable Giving
November 30, 2021
5 Opportunities to Create a Living Legacy
With the help of your advisor, you can create a solid plan that allows you to identify what assets in your overall financial picture are available to leave a living legacy.
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Charitable Giving
July 15, 2021
Creating a Charitable Legacy for When You Are Gone
Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.
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Charitable Giving
May 07, 2021
Why Wealthy Donors Don’t Give More
You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.
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Family Life & Transitions
May 04, 2021
Your Home – and Financial – Edit
“The Home Edit,” a company started by two enterprising women to blend home organizing and interior styling, seems to have really taken hold, especially during the stay-at-home days of 2020. Your financial life and files may also need an “edit.”
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Cashflow & Budgeting
June 03, 2020
Money and Happiness
Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way.
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Tax Strategies
March 21, 2018
Taxes Are Everywhere, But So Are Planning Opportunities
Wealth Advisor Bill Morgan shares some ways to implement efficient tax strategies as you work your way toward your financial goals.
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