planning

How to Start Strategizing for Charitable Giving Season

2022 – 09/12 by Elliot Dole As we approach the busy holiday season, now is a great time to start thinking about which charities match your values for end-of-the-year donations. According to Giving USA’s annual report on philanthropy, individuals, bequests, foundations and corporations gave an estimated $484.85 billion to U.S. charities in 2021. This year, charities…

5 Factors to Consider Before Capital Investments

2022 – 08/22 by Buckingham Strategic Partners Whether you want to upgrade to the newest technology, need to replace worn equipment or give your lobby a facelift, what should you consider before making a capital investment in your business? Unlike recent years, business owners now face increasing costs to carry debt. How do you make…

The “4Rs” of Behavior Finance

2022 – 07/18 by Sean Brooks In his book, “Thinking, Fast and Slow” , psychologist Daniel Kahneman examines the two brain systems that drive the way we think while also shining light on the common biases that impact decision making. As it turns out, our brains are hard-wired to make fast, intuitive and emotional decisions shaped by…

Planning for a Loved One with Special Needs

2022 – 03/14 by Buckingham Strategic Partners The US Census Bureau has reported that one in five individuals suffer from an intellectual, physical or mental disability. While many government programs and benefits are available, it is often hard to maneuver through the sea of red tape to take advantage of them. By not planning for the…

Identity Theft Checklist and Prevention

2022 – 02/26 Identity Theft Prevention Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc. Below are different ways to prevent identity theft and…

5 Strategies We Love

2022 – 02/14 By Buckingham Strategic Partners To mark Valentine’s Day this year, we asked five advisors to spread the love (the love of financial well-being, that is) by sharing a wide range of wealth planning tips that are near and dear to their hearts. So how does Buckingham love thee? Let us count the…

2022 Tax Updates for Baby Boomers

2022 – 01/24 by Patrick Kuster, CFP®, AIF® Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs…

5 Opportunities to Create a Living Legacy

2021 – 11/30 by Stephanie Guerin, CFP WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive! Most people don’t give much thought to legacy planning aside from considering their will as they age and thinking about what to do with what might be left when they pass away….

Maximize Your Impact: Charitable Giving Strategies

2021 – 10/18 by Jeffrey Levine, Chief Planning Officer With the giving season nearly upon us, now is an excellent time to revisit your charitable intentions for the year. After all, our values tend to guide many of our financial decisions, including charitable giving goals, so it’s natural to incorporate both into a holistic plan….

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

2021 – 09/21 by Jeffrey Levine Whether it happens sooner (perhaps as early as next year) or later (but likely no later than 2026), there’s a good chance we’re going to see a significant drop in the federal estate tax exemption amount. And while there’s some uncertainty around exactly when it will happen, one thing…

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

2021 – 08/23 by David Ressner Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a good fit will depend on your specific circumstances. Whether you’re saving for college, graduate school or some other educational credential, working alongside an advisor who understands the available savings…

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