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
May 02, 2023
Buckingham Connects Quarterly Webinar: April 2023
Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.
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Family Life & Transitions
March 01, 2023
Social Security Benefits: 5 Things Married Couples Should Know
Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.
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Investing
February 02, 2023
Buckingham Connects Quarterly Webinar: January 2023
The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.
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Investing
December 21, 2022
Buckingham Connects Webcast: December 2022
Our December Buckingham Connects webcast covered the forces driving recent market optimism, year-end planning strategies and our outlook for 2023.
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Insurance and Protection
June 20, 2023
Planning for Incapacity: Options for Managing Your Finances
In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.
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Tax Strategies
May 23, 2023
Digesting Your 2022 Tax Return: What to Consider
Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.
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Tax Strategies
March 22, 2023
Strategies Around Paying Your Taxes: What Choices Work for You?
We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful.
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Retirement
January 11, 2023
Buckingham Weekly Perspectives | 3 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.
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Tax Strategies
January 04, 2023
Buckingham Weekly Perspectives | 3 Ways to Lower Your 2022 Tax Liability
Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
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Tax Strategies
December 28, 2022
Buckingham Weekly Perspectives | 3 Tax Tips for 2022
Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
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Retirement
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.
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Retirement
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.
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Retirement
October 27, 2022
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.
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Investing
September 19, 2022
Buckingham Connects Webcast: September 2022
During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.
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Education Funding
August 31, 2022
Buckingham Weekly Perspectives | August, 31 2022
The nation is abuzz about the recent announcement of President Biden’s student debt forgiveness program. How will these changes impact you and your loved ones?
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Investing
August 02, 2022
Buckingham Weekly Perspectives | August 2, 2022
In a surprise move, Manchin and Schumer agreed on the Inflation Reduction Act (IRA) to help contain skyrocketing costs and decrease the deficit.
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Investing
July 25, 2022
Buckingham Connects Webcast: Perspectives on the Economy & Markets—Planning for 2022 and Beyond
During our Buckingham Connects webcast, we answered viewer’s questions about inflation’s impact, the job market, supply chain issues and more.
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Investing
February 24, 2022
Replay: Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead
The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”
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