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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Family Life & Transitions
August 24, 2021
Financial Alignment for Yourself and Your Family
In preparing the next generation to manage money, it’s not how much you know but what you model that matters most. Read on for some tools to help your children or grandchildren foster a positive relationship with money.
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Cashflow & Budgeting
December 31, 2019
Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom
Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals.
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Cashflow & Budgeting
December 05, 2019
Turning a Saver Into a Spender
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement.
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Cashflow & Budgeting
May 22, 2019
The Trouble with Convenience
Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life.
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Family Life & Transitions
August 27, 2018
Managing Money as a Couple
When it comes to integrating finances and managing money, Connie Brezik says that any successful system starts with openness, good communication and transparency.
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Cashflow & Budgeting
August 27, 2018
Five Ways to Become More Financially Engaged
Becoming more engaged with your finances can be a dauting task -- the decisions you make are important and the amount of information can be overwhelming.
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Cashflow & Budgeting
June 28, 2018
Helping You Align Your Values and Goals
Buckingham's Katie Keary explores these questions through a brief exercise designed to help harmonize your values and goals, financial or otherwise.
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Business Ownership
March 07, 2018
The Dentist's Financial Playbook: Pay Yourself First
It’s important to have a framework for making holistic financial decisions and a comprehensive plan that enables you to pull the right levers that allow you to achieve your financial goals.
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