Buckingham Strategic Partners

While the term “sinking fund” may sound like a tanking investment, it’s actually a valuable component of a successful budgeting plan. In this article, Director of Family Budget Services Rob Bertman, CFA, CSLP®, CFP® shares the benefits of a sinking fund, how to create one, why it differs from an emergency fund and more.

“Buckingham makes me feel like a rock star.” – President of Winter & Associates Nicole Winter Tietel  Discover how Buckingham’s resources have helped Nicole elevate her firm and provide a better wealth experience for her clients during our recent “The Secrets of Scaling Your Business” webinar. Watch the full replay: https://lnkd.in/gWqwzVzJ.

At Buckingham, we are dedicated to not only improving the lives of our clients, but we are also committed to serving and supporting the greater area. From this ideal, the Buckingham Community Partners program was born. Every year, we provide grants to local organizations making a difference in our community. For 2024, we are inviting human-focused nonprofits engaged with at-risk populations to apply. Applications are now open and run until November 20. Learn more! #NonProfit  #Grants  #PassionToServe  #PassionToProgress  #PassionToDoRight 

What a great week of learning for advisors in the Buckingham Strategic Partners community! Associates from around the country gathered in Florida for our 2024 Partners Summit. Attendees enjoyed keynote speeches and breakout sessions from featured speakers Eliza De Pardo Mike Easter, Jeffrey Levine, Chip Roame, Marlena Lee and more. Thank you to everyone who joined us, we are excited to see what the new year will bring!

Is investing differently between a traditional IRA and Roth IRA a profitable idea, or does this strategy offer no benefits? In this installment of The Great Retirement Debate, hosts Jeffrey Levine and Ed Slott, CPA explore this interesting topic.

Are you engaged or planning to marry while also enjoying retirement? During this exciting time, it’s important to think how you will merge both your personal and financial lives. This article explores the tax, estate planning and financial ramifications you must consider when tying the knot in retirement. https://lnkd.in/gZ8CYSh2

We are excited to announce that we now have a professor on our staff! Congratulations to Professor of Practice Jeffrey Levine, or as we know him, Chief Planning Officer and resident nerd. In this role at The American College of Financial Services, Jeffrey will be leading the research, development and launch of their Tax Planning Certified Professional™ Program (TPCP). Learn more about this exciting development.

Want the inside scoop on growing your firm? Then check out the replay of our recent webinar! Sean Brooks, AIF® CEPA®, Ben Slater, CFS®,CEPA® and members of our advisor community discuss how collaborating with an outsourcing partner can be an integral part in propelling your firm to the next level.

While the U.S. economy has defied expectations of a recession, signs of cooling led the Federal Reserve to lower rates in September for the first time in four years. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares our outlook for markets and the economy. 

“DINKs have much more discretionary time compared to those with kids, especially in the evenings and on weekends. Yes, that time can be filled up with a variety of hobbies and activities. But DINKs also fill it up with net worth and income generating activities like working more hours, taking on a side hustle, managing another investment property and building their financial literacy.” - Rob Bertman, CFA, CSLP®, CFP® In this MarketWatch article, Director of Family Budget Services Rob Bertman shares insights on the financial implications of not having children.