We've changed our name. Loring Ward has become Buckingham Strategic Partners. FIND OUT MORE HERE
thumbnail image
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

thumbnail image
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

thumbnail image
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

thumbnail image
June 29, 2020
Have a Conversation, for You and Your Family

By Connie Brezik

During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more

Financial Planning

thumbnail image
May 6, 2020
6 Steps to Help Protect a Loved One from Financial Elder Abuse

By Buckingham Team

Financial elder abuse – defined by the National Committee for the Prevention of Financial Elder Abuse as the illegal or improper use of an elder person’s funds, property or resources – can take n... Read more

Financial Planning

thumbnail image
March 28, 2018
Retirement Planning: Keep the Focus on These 5 Themes

By Heather Hooper

Retirement is top of mind for your clients but are they thinking about the right areas that will direct their journey? Most dictionary definitions of retirement focus on withdrawing, retreating,... Read more

Retirement

thumbnail image
September 27, 2017
Communication Advice From an Aging Baby Boomer

By Barry LaValley

This is the second in a two-part series. Read part one: Physically Speaking — Age and Communication I speak and write a lot about how to communicate effectively with older clients, and it is easy... Read more

Practice Management / Retirement

thumbnail image
August 31, 2017
Physically Speaking — Age and Communication

By Barry LaValley

This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more

Practice Management / Retirement

thumbnail image
July 27, 2017
The 6 Tools of Your Retirement Advisor Brand

By Barry LaValley

At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor.  One advisor commented that most of the work that he does is in the retirement area, and he assumed e... Read more

Practice Management / Retirement

thumbnail image
June 29, 2017
Developing Your Brand as a Retirement Advisor

By Barry LaValley

With over 10,000 people per day turning 65, now is a great time to distinguish yourself as a Retirement Advisor and Coach, starting with defining ‘value’ in terms of what you do for people rather... Read more

Practice Management / Retirement

Stay Updated
Sign up to get email updates with our latest blog posts
Filters
    • Categories

    • Authors