2021- 11/29 By Patrick Kuster, CFP®, AIF® Guided by evidence and fueled by your ambitions, your team is dedicated to creating a wealth strategy distinctly tailored to each individual client’s needs. Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax…
2021 – 11/15 by Aaron Grey, CFP® Want to gift without guilt this year? Spending tends to increase around the holidays, and it can be easier to embrace those budgetary demands with joy and peace of mind knowing that you have a savings plan and your savings goals have been met. To help tick that…
2021 – 11/05 by Jeffrey Levine, Chief Planning Officer Tax legislation doesn’t often feel like such a rollercoaster ride, but the Build Back Better social spending and infrastructure bill currently before Congress has given us quite a run as provisions in it got dropped, added back, and modified in successive versions. Below is a replay…
2021 – 11/01 by Kevin Grogan, Managing Director Investment Strategy Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your portfolio. Kevin Grogan, Buckingham’s Managing Director of Investment Strategy, discusses how to think about fixed income investing in a low-interest-rate…
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….
2021 – 10/18 by Becca Craig The rule (or power) of three is an age-old maxim in rhetoric and other disciplines which states that things that come in threes are inherently more satisfying to us. If that’s indeed the case, do I have some good news for you: The pause on student loan repayment, interest and…
2021 – 10/11 by Jared Kizer, Chief Investment Officer of Buckingham Strategic Partners Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their economy, to political wrangling in Washington that will continue to ripple through our own, there’s no escaping…
2021- 10/04 by Rob Ziliak, CFP®, Chief Experience Officer If your ability to pay your family’s monthly living expenses relies upon maintaining your current income, this article is for you. Or, if your future lifestyle needs, wants and dreams—your retirement goals, in other words—depend on your ability to save a certain portion of your income…
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…
2021 – 09/07 by Larry Swedroe, Chief Research Officer The following is an adapted excerpt from the conclusion of the forthcoming book “Your Essential Guide to Sustainable Investing” by Sam Adams and Larry Swedroe. Sam and Larry summarize some of the topics they cover in the book and present some key takeaways. The financial services…
2021 – 08/26 by Rob Ziliak, CFP®, Chief Experience Officer Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the…
2021 – 08/24 by Kurt Wunderlich In personal finance, it’s not what you make but what you keep that is important. In preparing the next generation to manage money, it’s not how much you know but what you model and share that matters most. Whether you have only lint in your pockets or are racing…
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…
2021 – 08/18 by Connie Brezik You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have money (or other assets) to share. But questions linger in your mind about whether you should do so and with whom. Many people do not give away money or…
2021 – 08/16 by Becca Craig Once in a while, the release of a sequel to a beloved movie franchise or the reboot of a classic TV series will garner a surprisingly huge amount of attention and excitement. The much-anticipated sequel to the 2019 SECURE Act, fittingly dubbed the SECURE Act 2.0, debuted in Congress in…