BAM Alliance

The post Client Segmentation Strategies with Jim Dischert appeared first on Buckingham Strategic Partners.

Whether it happens sooner (perhaps as early as next year) or later (but likely no later than 2026), there’s a good chance we’re going to see a significant drop in the federal estate tax exemption amount. And while there’s some uncertainty around…

The post Engaging in a Client-Centered Discovery Process with Trey Nelson appeared first on Buckingham Strategic Partners.

You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have money (or other assets) to share. But questions linger in your mind about whether you should do so and with whom.

In personal finance, it’s not what you make but what you keep that is important. In preparing the next generation to manage money, it’s not how much you know but what you model and share that matters most. Whether you have only lint in your…

Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on…

The following is an adapted excerpt from the conclusion of the forthcoming book “Your Essential Guide to Sustainable Investing” by Sam Adams and Larry Swedroe. Sam and Larry summarize some of the topics they cover in the book and present some key…

Nearly 100 years ago, economist John Maynard Keynes predicted that gains in technological efficiency and productivity would allow his grandchildren’s generation to work only 15 hours per week. For most of us, earning a living working three hours…

The post Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso appeared first on Buckingham Strategic Partners.

Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a good fit will depend on your specific circumstances. Whether you’re saving for college, graduate school or some other educational…

Once in a while, the release of a sequel to a beloved movie franchise or the reboot of a classic TV series will garner a surprisingly huge amount of attention and excitement. The much-anticipated sequel to the 2019 SECURE Act, fittingly dubbed…

The post Learning to Be Vulnerable and Living in the Unknown with Chris Gardner appeared first on Buckingham Strategic Partners.

If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why? Because…

Not long ago I asked a philanthropic-minded member of the community for their thoughts around establishing a private foundation. After some reflection, this individual responded that they didn’t feel comfortable with the idea of others carrying…

The judge has signed off and you are officially divorced. Whether the process was quick or drawn out, contentious or amenable, exhausting or empowering, it was almost certainly emotional and you can now release that pent-up sigh of relief. But…

Despite a lengthy global pandemic, supply chain delays, inflationary spikes in segments of the economy, and a very tight labor market, your business is highly successful. Yet maybe these challenges, or even other circumstances, have placed…