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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Retirement
April 02, 2024
5 Steps to a Less-Taxing Retirement
In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.
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Family Life & Transitions
July 17, 2023
6 Key Financial Considerations for Unmarried Couples
Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.
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Retirement
July 11, 2023
10 Key Elements of a Fulfilling Retirement
In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares 10 key elements for creating and living a fulfilling retirement.
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Retirement
May 16, 2023
Safe Withdrawal Rates
Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.
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Retirement
April 24, 2023
How to Assess the Top 5 Risks in Retirement
Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them. Here’s what retirees should know to prepare.
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Family Life & Transitions
January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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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 10, 2022
The A, B, Cs of Medicare
Medicare open enrollment is upon us. Where do you start?
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Investing
November 01, 2021
Do Low Fixed Income Yields Have You Worried About Retirement?
Learn how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.
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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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