6 Key Financial Considerations for Unmarried Couples
Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.
10 Key Elements of a Fulfilling Retirement
In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares ten key elements for creating and living a fulfilling retirement.
Safe Withdrawal Rates
Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.
How to Assess the Top 5 Risks in Retirement
Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them. Here’s what retirees should know to prepare.
The Great Retirement Debate
In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate. In each episode, Jeff and Ed will go head-to-head knocking out critical topics in the retirement landscape. Through a coin flip, they take opposing sides […]
The A, B, Cs of Medicare
From Oct. 15 to Dec. 7, 2022, qualified participants can sign up to take part in the federal government’s insurance plan. If you are overwhelmed by the process, definitions and complexities of Medicare, you are not alone. According to the Centers for Medicare & Medicaid Services (CMS), almost 64 million Americans were fully enrolled in […]
Do Low Fixed Income Yields Have You Worried About Retirement?
Kevin Grogan, Buckingham’s Managing Director of Investment Strategy, discusses how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.
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 come in threes are inherently more satisfying to us. If that’s indeed the case, do I have some good news for you: The pause on student loan repayment, interest and collections has been extended for a third […]
Does Planning End at Retirement?
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 many years of your career while also designing, building and […]
SECURE Act 2.0 and Student Loans
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 May (only a year and a […]
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 […]
Business Owners: 10 Strategies to Create, Manage and Distribute Wealth
Despite a lengthy global pandemic, supply chain delays, inflationary spikes in segments of the economy, and a very tight labor market, your business is highly successful. Yet maybe these challenges, or even other circumstances, have placed financial pressure on your business that you still need to successfully navigate. Whether your business is currently healthy or […]
Multi-Generational Planning and Community Building with Akemi Dalvi
Akemi Dalvi of Kondo Wealth Advisors talks about her practice’s evolution into a generational planning firm serving the Asian-American community and why she approaches community-building among clients with a mix of fun and education.
