Our Resources

October 21, 2024

Romance in Retirement: Financial Considerations When Marrying Later in Life

Marrying in retirement may come with tax, estate planning and financial ramifications.

July 02, 2024

3 Keys to Building the Right Portfolio for You

In this session, Chief Planning Officer Jeffrey Levine guides participants through the key factors to consider when building a personalized investment portfolio.

May 22, 2024

7 Critical IRA Errors to Avoid

Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

May 08, 2024

Evidence-Driven Planning™

Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

April 19, 2024

Buckingham Connects Quarterly Webinar: April 2024

Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

March 11, 2024

Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program

To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.

February 12, 2024

5 Financial Planning Tips for Welcoming a Baby

When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

July 31, 2023

Demystifying the Income Tax Reporting System

Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?

May 23, 2023

Digesting Your 2022 Tax Return: What to Consider

Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.

May 02, 2023

Buckingham Connects Quarterly Webinar: April 2023

Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

April 21, 2023

Small Business Tax Mistakes to Avoid

For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.

February 21, 2023

Emphasizing Safety on the Bond Side of the Portfolio

Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.

February 14, 2023

Donor Advised Funds

Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.

January 17, 2023

2023 Planning Considerations and Strategies for Individual Taxpayers

Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

November 21, 2022

Inherited an IRA? Here’s Why Planning Distributions Early Matters

If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

May 12, 2022

Buckingham Connects: May 2022

During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!

April 25, 2022

Leveraging Tax-Savings Opportunities with the Help of an Advisor

Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.

March 02, 2022

Part Two: Everything You Need to Know About Tax Fraud

February 26, 2022

Part One: Everything You Need to Know About Tax Fraud

September 24, 2021

Taking Advantage of the Mega Backdoor Roth IRA Before it Goes Away

The mega backdoor Roth IRA may be an option to even further increase contributions for future tax-free Roth growth and withdrawals. Do you know how to utilize it?

July 16, 2021

Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy

Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.