An Update on the Debt Ceiling Debacle
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares important updates on the debt ceiling crisis.
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. According to a recent study, a year of tuition, books, supplies and day-to-day living expenses at a four-year university will cost on average […]
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start? Losing a spouse is a life-changing event that married couples unfortunately need to be prepared for. Since survivors are faced with the daunting tasks […]
Central Bank Digital Currency (CBDC)
Ring in the New Year with a Fresh Look at Your Financial Plan
January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen because of purposeful and thoughtful planning. As we start 2023, I recommend my […]
Inherited an IRA? Here’s Why Planning Distributions Early Matters
If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.
Buckingham Weekly Perspectives | Inflation: How Did We Get Here?
Last week, the U.S. Bureau of Labor Statistics released September’s inflation data. The results were less than encouraging. How did we wind up with inflation running over 8% for an extended stretch? On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the causes of high inflation and how world […]
How To Navigate Your Student Debt Relief Options
There are three major parts to Biden’s plan to help those dealing with student loan debt. Over the past 12 months, the Department of Education under the Biden-Harris administration has championed a metric ton of program revisions and policy changes to the federal student loan system. The most recent Student Loan Debt Relief Plan, announced […]
Buckingham Weekly Perspectives | The Strengthening Dollar
How To Start Strategizing for Charitable Giving Season
Starting to plan your charitable giving strategies now will prevent you from feeling rushed to meet year-end deadlines. It will also give you the time to think carefully about which causes fit best in your long-term legacy plan.
Buckingham Weekly Perspectives | August, 31 2022
The nation is abuzz about the recent announcement of President Biden’s student debt forgiveness program. How will these changes impact you and your loved ones?
Leveraging Tax-Savings Opportunities with the Help of an Advisor
Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.
The Big Spend
Put down your mask and pick up your credit cards! The big spend is upon us…
Five Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly from those of men. Rather than […]
Join Us at Engage 2022, Save On Registration
Expert programming is the engine that drives AICPA® & CIMA® ENGAGE 22. From new regulatory updates to the latest strategies for high-income individuals, our presenters and panelists will elevate your expertise personal financial planning, estate planning, tax and additional, focused learning tracks. Hear from Buckingham’s Kevin Grogan and Jeffrey Levine as they share their perspectives […]
Planning for a Loved One with Special Needs
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 future of your loved one, you could […]
Part Two: Everything You Need to Know About Tax Fraud
In the second installment of the series, I will explore clues your information may have been compromised.
Part One: Everything You Need to Know About Tax Fraud
In the first installment of this two-part series, I will arm you with helpful information you can use to reduce your odds of becoming a victim of tax-related identity theft.
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 of Americans make resolutions to better themselves. Besides building strength with a yoga practice, the new year is a great opportunity to bulk up your financial muscle. As a wealth advisor for over 20 years, […]
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 clearly believed that money alone can’t guarantee happiness, and many other philosophers, business moguls, and philanthropists both before and after his time would agree. After all, it’s likely very few of us in the end […]
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 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. This approach is not nearly as much […]
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 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 box, use this simple infographic to learn […]
Financial Alignment for Yourself and Your Family
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 Jeff Bezos for wealthiest person on […]
Sway with the Wind
As we’ve learned, economic circumstances can at times change relatively quickly and unpredictably. Companies in some sectors may suffer while others thrive. Your personal economy, which is based on your particular situation, may be completely different than your neighbor’s. It often feels like trying to predict what things will cost and where the economy is […]
The Joy of Being Wrong and the Danger of Desirability Bias
“No one enjoys being wrong,” Daniel Kahneman told Adam Grant, who recounted their conversation during a recent interview, “but I do enjoy having been wrong, because it means I am now less wrong than I was before.” Grant describes Kahneman, the psychologist seen as the originator of and greatest contributor to the field of […]