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October 8, 2020
Optical Illusions in Investing

By Zach Novak

Do you remember “The Dress”? From way back in 2015? Sure, hundreds of internet sensations memorable for one reason or another have gone viral over the years, but this one made a splash by any sta... Read more

Investing

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October 8, 2020
Long-Term Care Insurance: When and What Kind?

By Kent Schmidgall

Although the current and future costs of long-term care are a chief concern for many, especially as we age, long-term care planning remains one of those less-than-desirable topics to raise with y... Read more

Retirement

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October 8, 2020
2020 Year-End Tax Planning

By William Morgan

Clearly, 2020 has been a year unlike any other. The coronavirus pandemic and its impact on health and the economy has forced a lot of people to reassess their priorities and the financial life de... Read more

Financial Planning

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September 2, 2020
Income Planning and IRMAA in Retirement

By Angela Muckler

Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surface... Read more

Retirement

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September 2, 2020
Benefits of Rebalancing

By Connie Brezik

Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called y... Read more

Investing

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August 6, 2020
Reframing the Social Security Claiming Decision for Married Couples

By Jeffrey Levine

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 l... Read more

Retirement

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August 6, 2020
Code Name: Monte Carlo

By Sheldon P. 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... Read more

Financial Planning

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August 6, 2020
Relief for Retirement Account Owners

By Buckingham Team

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, e... Read more

Retirement

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June 30, 2020
Minimize Regret Over Maximizing Returns

By Doug Buchan

“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more

Behavioral Finance / Investing / Retirement

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June 29, 2020
Cultivating an Abundance Mindset, Even in Difficult Times

By Becca Craig

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more

Behavioral Finance

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