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 and videos, see our latest below.

  • 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.

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  • Retirement

    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.

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  • Education Funding

    August 16, 2021

    SECURE Act 2.0 and Student Loans

    What if you could simultaneously pay off student loans and save for retirement? Enter the SECURE Act 2.0.

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  • Family Life & Transitions

    August 09, 2021

    Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

    Has the pandemic and its fallout led you to reevaluate what you want from the future? While any changes to a holistic financial life plan in response to these events will look different for everyone, a few common themes have surfaced that are worth exploring.

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  • Retirement

    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.

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  • Retirement

    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.

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  • 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.

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  • Business Ownership

    April 06, 2018

    How Much Will it Cost? The First and Most Important Question in Your Long-Term Financial Strategy

    As Buckingham's Rob Ziliak discusses in Dental Economics, answering this question is a vital part of building a long-term strategic plan that will balance today's wants and needs with those of the future.

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