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Saving Strategies for Your Child or Grandchild’s Future
Author: Buckingham's Katie Keary, Wealth Advisor It is no secret that kids can cost a pretty penny – raising a child from birth to 18 years of age can eclipse $230,000, an annual expense of nearly $13,000. Once you get past parenthood’s sticker shock, as well as the...
You Can’t Get Outperformance Without Underperformance
Author: Buckingham's Tim Maurer, CFP Nobody minds market volatility when it’s in the upward direction. But recently we’ve gotten plenty of the type of volatility that we don’t like so much as investors, the kind that inspires headlines with words like “plunge” and...
Code Name: Monte Carlo
Sheldon McFarland What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during the height of World War II? An atomic bomb of course,...
Reframing the Social Security Claiming Decision for Married Couples
Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as long as they do. For others, who...
Relief for Retirement Account Owners
On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts...