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.

  • April 08, 2024

    Caring for Aging Parents: The Essential Planning Guide

    In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

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  • March 05, 2024

    5 Common Questions When Buying a Home

    In this webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.

    Watch the video
  • February 12, 2024

    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.

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  • July 17, 2023

    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.

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  • June 19, 2023

    The Financial and Emotional Impact of Sudden Wealth

    We have all dreamed about having the resources to instantly pay off our mortgage, purchase a new vehicle or go on a luxury vacation. But sudden wealth comes with a unique set of unexpected financial and emotional challenges.

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  • March 13, 2023

    The Right Time to Buy? How to Factor in Higher Mortgage Rates

    Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.

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  • March 01, 2023

    Social Security Benefits: 5 Things Married Couples Should Know

    Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.

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  • 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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  • February 13, 2023

    Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future

    The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?

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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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  • August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

    Read the article
  • 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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  • March 14, 2022

    Planning for a Loved One with Special Needs

    As advisors with a dedicated focus in special needs planning, we know this process can be overwhelming - many clients are unsure where to even start. However, when you work with an advisor who concentrates in special needs, they can direct you to the best resources to develop a solid financial plan.

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  • February 14, 2022

    5 Strategies We ❤

    This Valentine’s Day we're spreading the love (of financial wellbeing, that is) with some wealth planning tips we hold near and dear to our hearts.

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  • December 13, 2021

    A Refreshing Perspective on Money and Happiness

    In the end, would you take more of the stuff money can buy in exchange for less of what it can’t? Here's how your financial life plan can help translate your money into happiness.

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  • August 24, 2021

    Financial Alignment for Yourself and Your Family

    In preparing the next generation to manage money, it’s not how much you know but what you model that matters most. Read on for some tools to help your children or grandchildren foster a positive relationship with money.

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  • August 23, 2021

    Impact of FAFSA Changes for Divorced and Separated Parents

    How will the FAFSA Simplification Act affect you and the potential financial aid for your children?

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  • August 09, 2021

    Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

    Has the pandemic and its fallout led you to reevaluate what you want from the future? While any changes to a holistic financial life plan in response to these events will look different for everyone, a few common themes have surfaced that are worth exploring.

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  • June 09, 2021

    After Your Divorce Is Finalized, What’s Next?

    While the experience varies from couple to couple and individual to individual, consider these common financial to-do’s to address and then cross off your list once your divorce is finalized.

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  • May 26, 2021

    Saving Strategies for Your Child or Grandchild’s Future

    If you're pondering the best way to prepare for your child or grandchild's future needs and expenses, start by discerning why you want to put money aside and your intention for it, then review the options and accounts best suited to meet those savings goals.

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  • May 04, 2021

    Effectively Navigating The In-Between Phases Of Life And Work

    People talk a lot about finishing an existing project or starting a new one, but how can we effectively navigate the seeming wasteland between them?

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  • May 04, 2021

    Your Home – and Financial – Edit

    “The Home Edit,” a company started by two enterprising women to blend home organizing and interior styling, seems to have really taken hold, especially during the stay-at-home days of 2020. Your financial life and files may also need an “edit.”

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  • March 23, 2021

    Considering Divorce? How to Financially Prepare

    Regardless of the why behind the timing, if you are considering a divorce, there are some important things to think about from a financial perspective to make sure you are prepared.

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  • March 06, 2021

    Who Manages Your Money After Death?

    In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family scenario, perhaps with only one marriage involved. Ideally, everyone is experienced with money management, has happy and stable relationships themselves, and there are no major personal issues to worry about.

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  • December 31, 2020

    The 12 Days of Holiday Fraud – Day 12: Porch Pirates

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  • December 30, 2020

    The 12 Days of Holiday Fraud – Day 11: Stolen Rewards Points

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  • December 29, 2020

    The 12 Days of Holiday Fraud – Day 10: Travel

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  • December 28, 2020

    The 12 Days of Holiday Fraud – Day 9: Puppies

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  • December 24, 2020

    The 12 Days of Holiday Fraud – Day 8: Holiday Shopping Spree

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  • December 23, 2020

    The 12 Days of Holiday Fraud – Day 7: Fake Apps

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