Resources

Articles, Videos & Podcasts

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

News & Notables

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...

A Crisis of Confidence
A Crisis of Confidence

Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the credit markets? That's partially true. They are the underpinnings, but the foundation or the bedrock of the financial...

Tax Time—Tips to Cut Your Bill
Tax Time—Tips to Cut Your Bill

The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax return or request an extension. Taxpayers...

5 Tax Gotchas in Retirement
5 Tax Gotchas in Retirement

If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you should be aware of. Most people are very proud...

Exercise Your Financial Muscles to Get Financially Fit
Exercise Your Financial Muscles to Get Financially Fit

“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This ancient advice from Proverbs illustrates the importance of financial fitness. What is financial fitness? Well, we are all familiar with the term physical fitness. If...