Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat. During times like these, a financial advisor can be…
Navigating financial reporting can feel overwhelming when terms like ‘audit,’ ‘review,’ or ‘agreed-upon procedures’ are thrown around. But choosing the right engagement for your business isn’t just about compliance—it’s about saving money, improving operations, and making informed decisions. Here’s what you need to know to pick the right service for your needs. Audits: The Gold…
As summer break approaches, many students are looking forward to lounging by the pool or hanging with friends. But amid the sunshine and downtime, this is also a prime opportunity to begin planning for their financial future. With the Common Application and other college admissions applications opening on August 1, now may be the perfect…
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes. Whether you fall into this category, have a spouse who does, or know family or friends who do, this change may make a significant difference…
In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever, especially when it comes to rising insurance costs for homeowners. With increasing premiums and changing policies, homeowners face greater complexity when assessing their coverage options. Let’s explore what has led…
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.
This article explores how to evaluate performance beyond just the most popular benchmarks.
Sara sighed as she stared at the stack of envelopes on her desk, the ones from the charities she had given to in the past. Next to it lay a blank page titled “2024 Giving Plan.” She had promised herself this year would be different – she’d have a clear strategy for her donations. But…
In July, the IRS issued final regulations related to required minimum distributions (RMDs) from retirement accounts, clearing up some of the controversy and uncertainty surrounding changes made under the SECURE Act and the SECURE 2.0 Act. The final regulations, which go into effect on Jan. 1, 2025, confirm that non-eligible designated beneficiaries — generally someone…
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches. As Election Day moves closer, it’s common for investors to start thinking about making changes to their portfolios. Even though market volatility tends to increase around elections, the markets have generally…
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