Insights on Current Events

Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur. While estate planning can be an emotional process, it can also...

Many individuals work tirelessly to build their wealth over the years. As retirement approaches, the focus often shifts from accumulating wealth to finding ways to truly enjoy it. Why is this so important? Studies show that depression rates among retirees are higher than those of the overall older adult population. Several factors contribute to this trend: identity...

With families gathering and adult children returning home for the holidays, this could be a good time to initiate an important conversation with them about family legacy planning and wealth transfers. While this conversation can be difficult, it’s best to be fully transparent about your intentions and your adult children’s role in your estate planning....

While social media can be a fun way to stay connected with friends and family, it does come with some financial risks. This article explains how your personal information can be at risk through your social media accounts and provides tips to protect yourself. Did you know that around 60% of the global population uses...

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan covers five key financial items that may need your attention before the year is up. Make intended retirement plan contributions. For employer-sponsored accounts, like a 401(k) account, be sure to make your contributions before December 31, especially if your employer offers a match. The...