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 12, 2023

    Saving for College with a 529 Education Plan

    Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.

    Watch the video
  • Family Life & Transitions

    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. 

    Read the article
  • Family Life & Transitions

    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.

    Read the article
  • Education Funding

    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).

    Read the article

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