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

By Buckingham Team

Several provisions of the massive coronavirus stimulus package – the CARES Act – signed into law March 27, 2020 deal with retirement accounts and offer relief both to their owners and beneficiari... Read more

Retirement

By Jarrett Simpson

When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose of cynicism. Such discussions tend to in... Read more

Financial Planning / Retirement

By Larry Swedroe

While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that... Read more

Retirement

By Tim Maurer

How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitr... Read more

Retirement

By Vince Crivello

Like many people in the U.S., I’m part of the sandwich generation, which the Pew Research Center defines as adults aged 40-59 sandwiched between parents who are older than 65 and their minor chil... Read more

Practice Management

By Michael Kitces

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more

Retirement

By Heather Hooper

A version of this blog is featured in the fall issue of our 360 Insights Quarterly Client Newsletter. While one of the most obvious challenges in retirement is not running out of money, there are... Read more

Retirement

By Heather Hooper

Knock, knock. Who’s there? Someone soliciting the retirement plan relationships that you manage … For advisors with current retirement plan relationships on the books, it’s good to note that fres... Read more

Retirement