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

    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.

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  • Tax Strategies

    July 31, 2023

    Demystifying the Income Tax Reporting System

    Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?

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  • Tax Strategies

    May 23, 2023

    Digesting Your 2022 Tax Return: What to Consider

    Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.

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  • 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
  • Business Ownership

    April 21, 2023

    Small Business Tax Mistakes to Avoid

    For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.

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  • Investing

    February 21, 2023

    Emphasizing Safety on the Bond Side of the Portfolio

    Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.

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  • Investing

    February 14, 2023

    Donor Advised Funds

    Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.

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  • Tax Strategies

    January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

    Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

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  • Tax Strategies

    November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

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  • Cashflow & Budgeting

    May 12, 2022

    Buckingham Connects: May 2022

    During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!

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  • Tax Strategies

    April 25, 2022

    Leveraging Tax-Savings Opportunities with the Help of an Advisor

    Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.

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  • Tax Strategies

    March 02, 2022

    Part Two: Everything You Need to Know About Tax Fraud

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  • Tax Strategies

    February 26, 2022

    Part One: Everything You Need to Know About Tax Fraud

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  • Tax Strategies

    September 24, 2021

    Taking Advantage of the Mega Backdoor Roth IRA Before it Goes Away

    The mega backdoor Roth IRA may be an option to even further increase contributions for future tax-free Roth growth and withdrawals. Do you know how to utilize it?

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  • Tax Strategies

    July 16, 2021

    Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy

    Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.

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