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.

  • Family Life & Transitions

    October 21, 2024

    Romance in Retirement: Financial Considerations When Marrying Later in Life

    Marrying in retirement may come with tax, estate planning and financial ramifications.

    Read the article
  • Investing

    October 02, 2024

    Social Security Benefits: 5 Things Married Couples Should Know

    In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.

    Watch the video
  • Family Life & Transitions

    August 06, 2024

    Planning Through Divorce: 5 Considerations to Safeguard Your Future

    In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.

    Watch the video
  • Retirement

    June 17, 2024

    Are You Ready to Retire? 4 Questions to Consider

    Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.

    Read the article
  • Retirement

    April 02, 2024

    5 Steps to a Less-Taxing Retirement

    In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.

    Watch the video
  • Insurance and Protection

    October 23, 2023

    Social Security and Medicare: How to Plan for Next Year

    Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.

    Read the article
  • Investing

    March 07, 2023

    New and Improved Social Security Website

    In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website.

    Watch the video
  • Family Life & Transitions

    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.

    Watch the video
  • Retirement

    October 17, 2022

    Should You File for Social Security Early to Capture the Inflation Adjustment?

    Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.

    Read the article
  • Tax Strategies

    March 02, 2022

    Part Two: Everything You Need to Know About Tax Fraud

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  • Retirement

    August 04, 2020

    Reframing the Social Security Claiming Decision for Married Couples

    Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack.

    Read the article

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