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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 9, 2020
Is COVID-19 Creating An Education Planning Crisis?

By Tim Maurer

Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full o... Read more

Financial Planning / Volatility

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June 9, 2020
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

By Stan Purvis

We all know that legal documents, at least for those of us who aren’t attorneys, can be complex and often overwhelming to digest. Your estate planning documents, for example, likely contain dozen... Read more

Financial Planning

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June 9, 2020
Money and Happiness

By Susan Strasbaugh

“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economi... Read more

Behavioral Finance / Financial Planning

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May 6, 2020
The Key To Saving More For Retirement: Using Your Imagination

By Tim Maurer

The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more

Retirement

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May 6, 2020
Charitable Giving Opportunities Under the 2020 CARES Act

By Elliot Dole

The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to... Read more

Financial Planning

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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

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