Our Resources

October 18, 2023

What to Know About the New FAFSA Form

Chief Planning Officer Jeffrey Levine covers the key changes that students and their parents should know about before the form becomes available in December.

April 10, 2023

Timely Strategies to Get Ahead of Student Loan Repayments

While you can’t control the legal battles over student loan forgiveness, you can take advantage of several student loan programs in 2023.

February 27, 2023

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. 

January 02, 2023

Ring in the New Year with a Fresh Look at Your Financial Plan

As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.

September 14, 2022

Buckingham Weekly Perspectives | September, 14 2022

How will the recent student loan forgiveness legislation impact your planning strategies?

August 31, 2022

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?

May 12, 2022

A Guide to Federal Student Loan Forgiveness

What exactly is student loan forgiveness, and how does it work? The past six months have brought about some interesting, exciting and unexpected changes to student loan repayment.

March 28, 2022

How an Advisor Helps His Daughter Search for Her Dream College

Helping you find schools that will prepare your children for success and happiness without compromising your retirement or other financial goals.

August 23, 2021

Making Sense of Education Savings: What's Right for You?

Feeling overwhelmed by your college savings choices? It’s no wonder – there are a lot of options, and the right fit depends on your circumstances. So, if you’re in the process of deciding on an education savings path, let this decision tree help guide you.

August 16, 2021

SECURE Act 2.0 and Student Loans

What if you could simultaneously pay off student loans and save for retirement? Enter the SECURE Act 2.0.

June 21, 2021

College Athletic Scholarships: How to Play the Game

If your child is competitive in their chosen sport and you’re looking for guidance on how to get a college athletic scholarship, here's what to consider in that decision (starting with what’s available and where).

May 24, 2021

What You Need to Know About Parent PLUS Loans

If you have kids approaching college age and are looking for ways to foot the bill for higher education, study up on Parent PLUS Loans with this crash course on their fundamental features and some considerations that go into the borrowing decision.

February 16, 2021

Public Service Student Loan Forgiveness: Pandemics, Payments and Planning

Student loan repayment relief was recently extended, so if you're pursuing public service loan forgiveness (PSLF) it might be time to revisit your plan.

February 02, 2021

Finding a College That Fits Your Budget and Your Child

From financial aid and the expected family contribution to selection strategies, consider these planning items when looking for schools that best fit your budget and, most importantly, your child.

April 28, 2020

Is COVID-19 Creating An Education Planning Crisis?

February 05, 2020

Why Does Having Student Debt Feel So 'Bad' and Paying It Off Feel So 'Good’?

Understanding how your debt-paydown strategy fits into your financial and career plan will provide the comfort and confidence you need to move forward with a focus on your clinical aspirations.

February 04, 2020

The SECURE Act and Student Loan Repayments: The Gift of Options

The SECURE Act expands what qualified education expenses under the rules governing 529 college savings plans, helping to save for, and pay off student loans.