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.
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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.
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Education Funding
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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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.
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Family Life & Transitions
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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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.
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Family Life & Transitions
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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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).
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Education Funding
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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Education Funding
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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