Money and Happiness
Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Read more
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Is COVID-19 Creating An Education Planning Crisis?
Both as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered. Read more
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What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow. Read more
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What Is ‘Bracket Creep’ and How Do You Avoid It?
We have had many investors ask us what in the world this is and, when they hear the details, what they can do about it. Read more
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Kitces and Levine Named Industry Leaders
Buckingham Wealth Partners Head of Planning Research Michael Kitces, and Director of Advanced Planning Jeffrey Levine were both named two of the 25 top industry leaders on the IA25 as decided by readers of Investment Advisor. Buckingham is one of… Read more Read More
The Key To Saving More For Retirement: Using Your Imagination
Wherever you are on the continuum from now until your personal retirement then, consider using your imagination to help increase your motivation to save for the future. Read more
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6 Steps to Help Protect a Loved One from Financial Elder Abuse
To help protect an aging loved in your life, consider starting on the following six steps. Read more
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Charitable Giving Opportunities Under the 2020 CARES Act
Here are some examples of how changes under the new law may be applied in 2020. Read more
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Top 10 CARES Act Provisions You Need to Know About
We’ve reviewed the legislation and put together a list that covers its top 10 provisions – from cash payments and tax breaks to special business loans and new rules around retirement accounts – as well as their essential features. Read more
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Maximizing Outcomes by Reducing Taxes Over Your Lifetime
There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one. Read more
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