Buckingham Connects Quarterly Webinar: December 2023
Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.
2024 Planning Considerations and Strategies for Individual Taxpayers
They say hindsight is 20/20, but tax planning shouldn’t simply be based on what has worked in the past. Upcoming life changes and external factors such as tax policy developments also deserve attention and may offer money-saving opportunities. With that in mind, here are several of the most important tax-planning considerations and deadlines to remember […]
The Rise of the Female Breadwinner: Key Planning Tips and Considerations
Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner. This rising role has prompted a different approach to comprehensive financial guidance. Wealth Advisor Alyssum Malone, CFP®, BFA™ shares how partnering with a professional can help ensure your family’s finances are protected for years to come, […]
The Power of an Enrolled Agent as Your Financial Advisor
Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning, estate planning and more.
Establishing and Nurturing Professional Relationships with Skip Briggs
As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a successful relationship. He shares what it takes to work with other professionals, how those relationships can be so rewarding, and why protecting the other professional’s reputation is critical to the relationship
Top 10 Things to Do Before 2022 is Over
The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review. From my experience with clients, I have compiled a top ten list of […]
Bringing Tax Professionals and Financial Advisors Together
Steven speaks about how he built a company devoted to helping advisors who are committed to tax planning and preparation and the importance of using technology and software to maximize efficiency.
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.
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 preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs to know ASAP to avoid late fees, cash […]
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 each individual client’s needs. Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth. As always, talk to your advisor […]
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. After all, our values tend to guide many of our financial decisions, including charitable giving goals, so it’s natural to incorporate both into a holistic plan. Take a look at this new infographic for a […]
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 […]
