Resources

Articles, Videos & Podcasts

 Buckingham Strategic Partners has a host of helpful resources that feature straight-forward insight from experienced thought leaders.  

News & Notables

What is Financial Fitness?
What is Financial Fitness?

It is not just about having a pile of money in a bank account or a fat portfolio of stocks and bonds. Lottery winners often stumble into wealth without having much in the way of financial knowledge. A beneficiary of a large estate may know very little about financial...

Key Numbers as You Plan for 2024
Key Numbers as You Plan for 2024

Are you familiar with how our federal tax code originated? In 1909, progressives in Congress attached a provision for an income tax to a tariff bill. Hoping to kill the idea for good, conservatives proposed enacting such a tax as they believed 75% of states would...

Tackling Long-Term Care Needs
Tackling Long-Term Care Needs

It’s hard to think about, but long-term care is an important need for which you should prepare. How much care might you need? On average, women will need 3.7 years of care, and men will need an average of 2.2 years. Approximately half of people turning age 65 will...

7 Key Strategies for Year-End Tax Planning
7 Key Strategies for Year-End Tax Planning

Conversation with: Sean Bailey, Editor-in-Chief of Horsesmouth & Debra Taylor, CPA/PFS, JD, CDFA   (WATCH VIDEO)   Sean Bailey: Hi everyone. Welcome back to the Savvy Tax Planning Monthly Video blog. I’m Sean Bailey, editor in chief and Horsesmouth. I’m here...

The Dark Side of Home Improvement
The Dark Side of Home Improvement

The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t return to finish the work—even after taking thousands of dollars in payments....

Tackling Retirement Health Care Issues
Tackling Retirement Health Care Issues

A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023, their estimate for an average retired couple aged 65 is around $315,000. The actual amount you’ll need will depend on...

The Transition to College Life-It’s Coming Sooner Than You Think!
The Transition to College Life-It’s Coming Sooner Than You Think!

Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is to establish an efficient and...

Elder Fraud—Mounting Your Best Defense
Elder Fraud—Mounting Your Best Defense

A year ago, Eden and Mark (last name withheld) lost their life savings to a scammer. “We lost all the money we made in our business. All of the monies we saved together for 38 years we’ve been married, and it was all taken from us,” Eden told California...

7 Steps to Get Your Affairs in Order
7 Steps to Get Your Affairs in Order

While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. You can rest easy knowing that your wishes will be carried out as you have requested. Some folks...

Plan for a Comfortable Retirement
Plan for a Comfortable Retirement

We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may also dictate when we decide to retire. With your input, we can help devise a plan that puts you on...