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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Investing
September 12, 2023
Saving for College with a 529 Education Plan
Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.
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Family Life & Transitions
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
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Family Life & Transitions
March 28, 2022
How an Advisor Helps His Daughter Search for Her Dream College
Helping you find schools that will prepare your children for success and happiness without compromising your retirement or other financial goals.
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Education Funding
June 21, 2021
College Athletic Scholarships: How to Play the Game
If your child is competitive in their chosen sport and you’re looking for guidance on how to get a college athletic scholarship, here's what to consider in that decision (starting with what’s available and where).
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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
June 12, 2019
Important To-Do's Before Sending Your Child Off to College
Buckingham's Ken Rosenbaum looks at some essential financial tasks and other important to-do's you may have overlooked as the first day of a new academic year approaches and you get ready to send your child off to college.
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