Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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March 27, 2026
Is Now a Good Time To Buy a House?
In this webinar, Chief Planning Officer Jeffrey Levine explores the key factors buyers should consider when deciding whether they are ready to purchase a home in the current market. The session provides perspective on how interest rates and housing supply interact, how these dynamics influence pricing and affordability, and what practical strategies buyers can evaluate as they plan their next steps.
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March 16, 2026
How to Save for Your Baby’s Future: Financial Planning for New Parents
Saving for your baby’s future starts early. Learn how to plan expenses, update insurance, use tax benefits, and build long-term savings.
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February 17, 2026
7 Things to Do After Your Divorce: A Post-Divorce Checklist
This easy 7-step post-divorce checklist outlines next steps that can help protect your finances, update legal documents, and move forward with confidence.
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December 22, 2025
6 Money Lessons for Raising Financially Responsible Children
Helping children build financial literacy early sets the stage for lifelong money confidence. This article shares six practical lessons to help parents guide their kids in understanding the value of money and developing smart financial habits.
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
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April 28, 2025
Money Tips for Students Beginning Their College Journey
As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.
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February 28, 2025
Social Security Benefits: 5 Things Married Couples Should Know
In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
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February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
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December 02, 2024
Navigating Conversations About Inheritance With Adult Children
Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.
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August 06, 2024
Workshop Webinar | Planning Through Divorce: 5 Considerations to Safeguard Your Future
In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.
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July 29, 2024
Switching Jobs? Action Items When Making a Career Change
While starting a new job is an exciting life transition, it’s important to be prepared for how your financial life could change. Wealth Advisor Ryan Berning shares five key items to review when transitioning to a different role.
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April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
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