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.

  • Investing

    September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article
  • Tax Strategies

    May 08, 2024

    Evidence-Driven Planning™

    Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

    Watch the video
  • Charitable Giving

    March 13, 2024

    Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges

    There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.

    Watch the video
  • Charitable Giving

    November 20, 2023

    4 Charitable Giving Strategies to Maximize Your Impact

    Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.

    Read the article
  • Tax Strategies

    November 06, 2023

    Small Steps to Take Before 2024 That May Help Save Big

    Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.

    Read the article
  • Investing

    September 11, 2023

    Buckingham Connects Quarterly Webinar: September 2023

    Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.

    Watch the video
  • Estate & Trust

    September 26, 2022

    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.

    Read the article
  • Charitable Giving

    September 07, 2022

    How to Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

    Read the article
  • Charitable Giving

    November 30, 2021

    5 Opportunities to Create a Living Legacy

    With the help of your advisor, you can create a solid plan that allows you to identify what assets in your overall financial picture are available to leave a living legacy.

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  • Charitable Giving

    July 15, 2021

    Creating a Charitable Legacy for When You Are Gone

    Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.

    Read the article
  • Charitable Giving

    May 07, 2021

    Why Wealthy Donors Don’t Give More

    You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.

    Read the article
  • Family Life & Transitions

    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.”

    Read the article
  • Cashflow & Budgeting

    June 03, 2020

    Money and Happiness

    Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way.

    Read the article

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