Buckingham Connects Quarterly Webinar: April 2023

Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

Welcome to the Family!

Buckingham is excited to offer a warm welcome to our newest acquisition in Overland Park, Kansas – Lumia Wealth. Headed by Principal and Wealth Advisor Brian R. Brush, Lumia specializes in creating investment strategies for professional couples, physicians, women, members of the LGBTQ community and the socially conscious investor. Founded in 2002, Lumia is a […]

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 […]

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 […]