Resources

Where to Save Your Next Available Dollar

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…

What the Build Back Better Plan Means For You

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…

Do Low Fixed Income Yields Have You Worried About Retirement?

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…

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….

Marathons & Markets: You’ve Trained For This!

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…

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…

Does Planning End at Retirement?

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…

Financial Alignment for Yourself and Your Family

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…

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…

Gifting Money? Develop a Plan

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…

SECURE Act 2.0 and Student Loans

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…

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