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.

  • Retirement

    May 22, 2024

    7 Critical IRA Errors to Avoid

    Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

    Watch the video
  • Estate & Trust

    May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article
  • Family Life & Transitions

    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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  • Family Life & Transitions

    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.

    Read the article
  • Estate & Trust

    September 19, 2023

    Strategies for Effective Gifting to Family Members

    To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.

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  • Estate & Trust

    August 23, 2023

    3 Estate Planning Tips for Same-Sex Couples

    A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

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  • Insurance and Protection

    June 20, 2023

    Planning for Incapacity: Options for Managing Your Finances

    In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

    Watch the video
  • Investing

    May 02, 2023

    Buckingham Connects Quarterly Webinar: April 2023

    Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

    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.

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  • Estate & Trust

    June 27, 2022

    Managing Your Digital Legacy

    We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

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  • Investing

    May 20, 2022

    Pride Month: How to Build Your LGBTQ Financial Plan

    It’s almost LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.

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  • Tax Strategies

    September 20, 2021

    Are You a Smaller, a Baller, or an Aller?

    One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

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  • Estate & Trust

    August 18, 2021

    Gifting Money? Develop a Plan

    If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.

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  • Family Life & Transitions

    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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  • Family Life & Transitions

    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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  • Family Life & Transitions

    June 29, 2020

    Have a Conversation, for You and Your Family

    Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness.

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  • Estate & Trust

    June 03, 2020

    What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

    One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow.

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  • Estate & Trust

    April 22, 2020

    Stuff to do While Quarantined: Fill out Your Estate Planning Inventory

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  • Tax Strategies

    March 26, 2020

    Maximizing Outcomes by Reducing Taxes Over Your Lifetime

    There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one.

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  • Estate & Trust

    February 20, 2020

    Educate Your Heirs

    Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.

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