5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
Demystifying the Trustee Industry with Christopher Holtby
Christopher demystifies the corporate trustee concerns advisors may have and why having a generational wealth transfer conversation is important.
From Number Crunching to Relationship Building with Brent Gunderson
Brent talks about building a firm in a small rural community like La Grande, Oregon and the values he and his team uphold.
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.
True Wealth Management with Michael Thompson
5 Reasons Your Financial Advisor Should Review Your Will
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.
Pride Month: How to Build Your LGBTQ Financial Plan
It’s LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.
Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters
Neel Shah of Beacon Wealth Solutions discusses executing the tough pivot from law firm to IRA, unique outlook on clients, his role as a change agent, and the mindset shifts that transformed Neel’s career and life.
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 […]
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 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 that is certain is that if/when […]
Gifting Money? Develop a Plan
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 assets during their lifetime, as life […]
Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics
If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why? Because reminders of what’s most important to us—wake up calls about how we spend our time and, as an extension, our money—can […]
