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.

  • Tax Strategies

    November 21, 2023

    Key Tax-Saving Strategies to Review Before Year-End

    Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.

    Watch the video
  • Retirement

    May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

    Read the article
  • Cashflow & Budgeting

    January 10, 2022

    5 New Year’s Resolutions to Keep You Financially Fit in 2022

    Examining these five key considerations every January will help put you in the best position to stay financially fit in the new year.

    Read the article
  • Business Ownership

    October 16, 2019

    Praise Your Financial Process, Not Your Outcome

    Buckingham's Rob Ziliak maps out where dentists should focus first to meet their retirement dreams and goals.

    Read the article
  • Business Ownership

    October 19, 2018

    Financial Planning Doesn't End with Your Dental Practice's Transition

    Rob Ziliak looks at why moving into retirement and your financial life's distribution phase represents a paradigm shift that requires prudent strategies to manage and execute.

    Read the article
  • Retirement

    April 24, 2018

    Retirement: Is it Ever Too Early to Start Saving?

    Tim Maurer talks retirement planning best practices with Lucy Nalpathanchil, host of WNPR's Where We Live.

    Read the article