Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • 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.

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  • 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.

    Read the article
  • 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. 

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  • 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.

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  • September 14, 2022

    Buckingham Weekly Perspectives | September, 14 2022

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

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  • 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?

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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).

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  • 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.

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  • 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.

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  • 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.

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  • April 28, 2020

    Is COVID-19 Creating An Education Planning Crisis?

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  • 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.

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  • 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.

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