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.

  • Investing

    March 07, 2023

    New and Improved Social Security Website

    In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website.

    Watch the video
  • 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.

    Watch the video
  • Retirement

    October 17, 2022

    Should You File for Social Security Early to Capture the Inflation Adjustment?

    Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.

    Read the article
  • Tax Strategies

    March 02, 2022

    Part Two: Everything You Need to Know About Tax Fraud

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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.

    Read the article
  • Retirement

    July 16, 2019

    Why Dismissing Social Security in Your Retirement Plan Is a Mistake

    Buckingham's Jarrett Simpson looks at why retirement savers who are too cynical about or ignore Social Security are likely selling the program short.

    Read the article
  • Retirement

    January 24, 2019

    Retirees Need a Life Plan, Not Just a Financial One

    David Nicklaus, of the St. Louis Post-Dispatch, reviews Larry Swedroe's newest book "Your Complete Guide to a Successful and Secure Retirement"

    Read the article
  • Retirement

    May 10, 2018

    Is A Million Bucks Enough To Retire?

    Tim Maurer offers a simple retirement stress test and asks what is perhaps the better question: What number works for you?

    Read the article