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Patience Pays in Volatile Markets

Patience Pays in Volatile Markets

With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I… Read More...

Article
Stay Ahead of the Game: Important 2022 Tax Updates for Baby Boomers

Stay Ahead of the Game: Important 2022 Tax Updates for Baby Boomers

Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make… Read More...

Article
5 New Year’s Resolutions to Keep You Financially Fit in 2022

5 New Year’s Resolutions to Keep You Financially Fit in 2022

We’ve all said it…“I’ll start on January 1.” Whether it’s hitting the gym or eating more vegetables, every year millions… Read More...

Article
Getting Real About Retirement Risks and Rewards

Getting Real About Retirement Risks and Rewards

No two retirements are ever going to look exactly the same, because each of us will enter that phase of… Read More...

Article
A Refreshing Perspective on Money and Happiness

A Refreshing Perspective on Money and Happiness

Eighteenth-century Swiss philosopher Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.” He… Read More...

Article
5 Opportunities to Create a Living Legacy

5 Opportunities to Create a Living Legacy

WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive! Most people don’t give… Read More...

Article
7 Money-Saving Actions to Take Before Year-End

7 Money-Saving Actions to Take Before Year-End

Guided by evidence and fueled by your ambitions, your team is dedicated to creating a wealth strategy distinctly tailored to… Read More...

Article
Building Trust, Catching Red Flags, and Educating Athletes

Building Trust, Catching Red Flags, and Educating Athletes

Steve Atkinson talks with Mike George of Athletes Financial about the challenge of working in a clearly defined niche –… Read More...

Podcast
Where to Save Your Next Available Dollar

Where to Save Your Next Available Dollar

Want to gift without guilt this year? Spending tends to increase around the holidays, and it can be easier to… Read More...

Article
Buckingham Talks: What the Build Back Better Plan Means For You

Buckingham Talks: What the Build Back Better Plan Means For You

Check out our Buckingham Talks webinar from earlier this week, as well as an update on what’s in and what’s… Read More...

Article
Do Low Fixed Income Yields Have You Worried About Retirement?

Do Low Fixed Income Yields Have You Worried About Retirement?

Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes… Read More...

Video
Nearing Retirement with Student Loan Debt? Here Are Steps to Consider

Nearing Retirement with Student Loan Debt? Here Are Steps to Consider

The rule (or power) of three is an age-old maxim in rhetoric and other disciplines which states that things that… Read More...

Article
Maximize Your Impact: Charitable Giving Strategies

Maximize Your Impact: Charitable Giving Strategies

With the giving season nearly upon us, now is an excellent time to revisit your charitable intentions for the year.… Read More...

Article
Marathons & Markets: You’ve Trained For This!

Marathons & Markets: You’ve Trained For This!

Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate… Read More...

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

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

If your ability to pay your family’s monthly living expenses relies upon maintaining your current income, this article is for… Read More...

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

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

Whether it happens sooner (perhaps as early as next year) or later (but likely no later than 2026), there’s a… Read More...

Article
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