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News & Notables
It Takes a Team
Michael Jordan, the Manning brothers, Roy Keane, and a long list of other icons revered for their standout accomplishments in sports, business and even government have also had strong teams behind them. If we are to believe the stories, these leaders nudged everyone...
Leveraging Tax-Savings Opportunities with the Help of an Advisor
Whether it be in our personal lives, national affairs or world events, the only constant is continuous change. The same can be said in politics, legislation and taxes. For the majority of 2021, we analyzed the potential impact of President Biden’s economic legislation...
The Big Spend
Put down your mask and pick up your credit cards! The big spend is upon us… It’s hard to believe that it has been two years since COVID-19 blindsided the planet. What most thought was going to be a temporary work and school hiatus evolved into a multi-year global...
How an Advisor Helps His Daughter Search for Her Dream College
Do you have a college age child? If not, get ready because it comes at your in a flash! As you well know, as soon as you bring your newborn baby home all the milestones start coming at your in rapid-fire style! David Ressner of Buckingham Strategic Partners has...
Planning for a Loved One with Special Needs
Ensuring that your special needs child is protected and cared for can weigh heavily on the hearts and minds of parents. One way to ease that worry is to have a plan in place. Below is a great article from our colleagues at Buckingham Strategic Partners that you may...
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...