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Benjamin Franklin is often credited as saying, “In this world nothing can be said to be certain, except death and taxes.”

If Franklin were alive today, besides being relieved electricity has evolved beyond a kite and key in a thunderstorm…

Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining…

Over the last two years, we have seen the market experience record breaking highs and lows. What can we expect for 2022?

Geopolitcial conflict and the recent invasion of Ukraine tells us that 2022 will continue bringing us market changing…

On November 7, 2019, the IRS proposed doing something that it had not done in nearly two decades…update the life expectancy tables used to calculate required minimum distributions by IRA, 401(k), other retirement account owners and many…

The post Paving a Unique Path and the Value of Authenticity with Megan Gorman appeared first on Buckingham Strategic Partners.

To mark Valentine’s Day this year, we asked five advisors to spread the love (the love of financial well-being, that is) by sharing a wide range of wealth planning tips that are near and dear to their hearts.

So how does Buckingham love…

It’s a question every growing business eventually faces: Do we buy it or do we build it? To meet client demands and create economies of scale, companies like Apple, Amazon, Netflix and Microsoft all buy some of their services. Conventional wisdom…

The post Planning Beyond the First Six Months with Michael Kitces appeared first on Buckingham Strategic Partners.

Every year, the market gifts us invaluable lessons on investment strategies. While each year is different, many of these lessons are reinforced or repeated year after year; that’s why one of my favorite sayings is that there’s nothing new in…

With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I wanted to recap where markets stand and reiterate three time-tested principles that I believe are as relevant now as they have been over the…

Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates…

The post Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark appeared first on Buckingham Strategic Partners.

We’ve all said it…“I’ll start on January 1.” Whether it’s hitting the gym or eating more vegetables, every year millions of Americans make resolutions to better themselves. Besides building strength with a yoga practice, the new year is a great…

The post The Value of Work-Life Harmony, Cultivating a Feedback Culture, and Working Toward Holistic Planning appeared first on Buckingham Strategic Partners.

The post Doing Things Differently, Teachable Moments, and the Need for Nice appeared first on Buckingham Strategic Partners.

No two retirements are ever going to look exactly the same, because each of us will enter that phase of life with a different set of circumstances, expectations and financial realities. But by exploring a few hypothetical scenarios, we should be…