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 and videos, see our latest below.

  • 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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  • Charitable Giving

    October 18, 2021

    Maximize Your Impact: Charitable Giving Strategies

    With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year.

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  • Investing

    October 11, 2021

    Marathons & Markets: You've Trained For This!

    Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad, don’t forget—you’ve trained for this!

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  • Insurance and Protection

    October 04, 2021

    Long-Term Disability Insurance: You Likely Need More Protection Than You Have

    The closer you can get to matching your current income with a long-term disability insurance solution, the more peace of mind you’ll have that, if disability should strike, you'll still be able to stay on track to reach your financial and life goals.

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  • Tax Strategies

    September 20, 2021

    Are You a Smaller, a Baller, or an Aller?

    One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

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  • September 08, 2021

    Social Security and Medicare Update with Jeffrey Levine

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  • Investing

    September 07, 2021

    Integrate Your Personal Values and Financial Goals with ESG Investing

    A convergence between corporate sustainability and sustainable investing has become a major force driving market change as investors increasingly focus their attention on sustainable factors.

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  • Retirement

    September 03, 2021

    Buckingham Talks: Do we work too much?

    Why do we work so much? Out of economic necessity? For a sense of fulfillment? To afford our growing financial wants and needs?

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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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  • 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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  • Education Funding

    August 23, 2021

    Making Sense of Education Savings: What's Right for You?

    Feeling overwhelmed by your college savings choices? It’s no wonder – there are a lot of options, and the right fit depends on your circumstances. So, if you’re in the process of deciding on an education savings path, let this decision tree help guide you.

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  • Estate & Trust

    August 18, 2021

    Gifting Money? Develop a Plan

    If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.

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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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  • Cashflow & Budgeting

    August 02, 2021

    Sway with the Wind

    Get acquainted with some first steps to help ensure that your financial life is resilient enough to effectively accommodate even sudden changes in personal economy.

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  • Business Ownership

    July 29, 2021

    Business Owners: 10 Strategies to Create, Manage and Distribute Wealth

    Whether your business is booming or under a bit of strain, a key question remains: How is your personal financial situation? Are you where you want to be? Here's how to get more intentional about achieving your most important priorities for the future.

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  • Family Life & Transitions

    July 27, 2021

    After Your Divorce Is Finalized, What’s Next?

    While the experience varies from couple to couple and individual to individual, consider these common financial to-do’s to address and then cross off your list once your divorce is finalized.

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  • Investing

    July 26, 2021

    You Have to Stay the Course to Reach the Summit

    When it comes to meeting your most important financial goals, time in the market can be a significant factor.

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  • Tax Strategies

    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.

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  • Charitable Giving

    July 15, 2021

    Creating a Charitable Legacy for When You Are Gone

    Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.

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  • Investing

    July 15, 2021

    Dan Goldie Client Letter: August 2021

    Dan takes a look at the surprising and impressive outperformance of small cap and value stocks in the U.S. over the last 12 months.

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  • Retirement

    June 25, 2021

    The Joy of Being Wrong and the Danger of Desirability Bias

    Being wrong stinks, but having been wrong can be great (it means you are now less mistaken than before). That's why acknowledging errors and exploring a spectrum of angles and attitudes can help us better navigate certain areas of life and money.

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  • Insurance and Protection

    June 23, 2021

    Financial Planning and Identity Theft Prevention

    Where does financial planning end and identity theft prevention begin? Here’s how to integrate some basic preventative measures – credit freezes, reviewing your credit report, credit monitoring – into your overall planning.

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  • Education Funding

    June 21, 2021

    College Athletic Scholarships: How to Play the Game

    If your child is competitive in their chosen sport and you’re looking for guidance on how to get a college athletic scholarship, here's what to consider in that decision (starting with what’s available and where).

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  • Investing

    May 28, 2021

    You Can’t Get Outperformance Without Underperformance

    Go inside the stock market’s scariest moments of the past 50 years, first for some perspective on just how quickly it historically has recovered ground and next for some insight into what these events can teach us about our willingness to endure risk.

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  • Family Life & Transitions

    May 26, 2021

    Saving Strategies for Your Child or Grandchild’s Future

    If you're pondering the best way to prepare for your child or grandchild's future needs and expenses, start by discerning why you want to put money aside and your intention for it, then review the options and accounts best suited to meet those savings goals.

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  • Education Funding

    May 24, 2021

    What You Need to Know About Parent PLUS Loans

    If you have kids approaching college age and are looking for ways to foot the bill for higher education, study up on Parent PLUS Loans with this crash course on their fundamental features and some considerations that go into the borrowing decision.

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  • Investing

    May 20, 2021

    Don’t Let the Perfect Be the Enemy of the Comfortable

    Patience and discipline in an investment strategy is far more important than the strategy itself, because it doesn’t matter how sound the approach if you abandon it. That's why the best portfolio isn’t the one that has the potential to make the most money, but is instead the one you feel comfortable holding through thick and thin.

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  • Charitable Giving

    May 07, 2021

    Why Wealthy Donors Don’t Give More

    You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.

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  • Family Life & Transitions

    May 04, 2021

    Effectively Navigating The In-Between Phases Of Life And Work

    People talk a lot about finishing an existing project or starting a new one, but how can we effectively navigate the seeming wasteland between them?

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