Insights

Legislation known as the “SECURE Act 2.0” was included as a part of the bigger Consolidated Appropriations Act of 2023, which was signed into law on December 23, 2022. This act is a follow-up to the original SECURE act passed in 2019 that made several significant changes to retirement planning, including how people can inherit retirement accounts to the age for Required Minimum Distributions. This article will provide information on several of the changes included in this recent bill.

With fraud and scams on the rise, Buckingham Advisors wants to make sure you have the tools to help notice when someone is being taken advantage of and how to prevent future scams.

On August 24th, 2022, President Biden announced a Student Loan Forgiveness Plan through executive order. This newsletter is meant to provide information that is currently available on this student loan forgiveness and helpful details to determine if you qualify.

Building the path for financial success can be stressful, especially if your family is young. You may be getting married, buying a new home, or deciding to have children. All of these are wonderful and joyous changes, but they can cause questions and uncertainty. There are ways to navigate through these changes, without having to take on additional stress and truly enjoy the time you have while your family is young.

We can all agree that life looks a little different in a post-COVID world. Even though many of us were already using electronic payments pre-COVID, there is an increased focus toward contactless payment options from several retailers.

One of the most common questions we hear from clients is, “Where can I invest some cash that is going to be lower risk and provide a better return than my saving account?”. It doesn’t matter if the stock market is at an all-time high or in correction territory, people naturally want to store cash in a safe position receiving a modest return.

Financial stress is no joke, and the anxiety you feel about your money can be crippling. If you're starting to experience financial stress, try these 5 tips.

Typically, year-end tax planning consists of accelerating deductions, delaying income, and maximizing contributions to tax-deferred accounts. While these ideas still may be beneficial for many people, the tax increases included in proposed legislation may cause some taxpayers to go a different direction this year.

If you have children under 18 in your household, you could be receiving an enhanced tax credit for the 2021 tax year. Here's what you need to know about this one-time change to the child tax credit.

Too often we find ourselves reading articles that predict financial doomsday or that have headlines designed to scare the reader into action or submission. In a world filled with non-stop news reporting and endless platforms to promote ideas, sell products, and gain attention, it can be very difficult to determine what is important and true.