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Insights

Bridging the Gap

Between industry news and personal experience.

Retiring During Uncertain Times Thumbnail

Retiring During Uncertain Times

Even during times of economic stability, retirement is a stressful and life changing decision. There are many factors to consider when deciding to retire. The current market environment adds an extra layer of importance to reviewing your personal financial situation and planning carefully. For anyone who recently retired or is planning to do so soon, here are several things you should consider.

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June 2020 Market Insights Thumbnail

June 2020 Market Insights

This week’s announcement by the National Bureau of Economic Research that the U.S. officially entered recession territory in March was no surprise. March was when the shutdowns began, unemployment claims skyrocketed, and subsequent economic readings started to fall dramatically.

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Teaching Kids About Money

As many parents embrace summer and recover from a challenging stint of homeschooling their children, there is one aspect of education that will stay primarily our responsibility: teaching our children about money.

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Missed out on the PPP Loan? Other options are still available! Thumbnail

Missed out on the PPP Loan? Other options are still available!

With the Paycheck Protection Program funding gone, many small businesses are wondering if there are other alternatives to help support those that have been impacted by COVID-19. If your business was affected and not able to receive funding, not all hope is lost. Other options are available that can provide financial relief to businesses that have retained their employees.

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May 2020 Market Insights Thumbnail

May 2020 Market Insights

The optimistic tone that led markets over the past few weeks was replaced by pessimism earlier this week. Investors were becoming increasingly encouraged by updates on declining COVID-19 case counts, potential vaccine developments, and plans for reopening our economy. This week’s more somber start came from the reminder that we still have a long way to go. Many fear that we will see a renewed wave of cases with the reopening of cities, requiring closures to be reinstated and prolonging our economic shutdown.

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Summary of the Tax Provisions of the CARES Act Thumbnail

Summary of the Tax Provisions of the CARES Act

In response to the coronavirus (COVID-19) pandemic, U.S. Congress, the Executive Branch, and the Internal Revenue Service (IRS) has taken several actions to provide relief to business and individual taxpayers. On March 27, 2020, Congress enacted the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) to address the economic impact of COVID-19. The CARES Act includes several federal income tax provisions for both businesses and individuals.

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April 2020 Market Insights Thumbnail

April 2020 Market Insights

Market volatility remains high but has come down significantly from the extreme levels seen last month. Fiscal and monetary programs designed to assist individuals and companies during this engineered cessation of our economy continue to roll out and have helped calm market nerves and restore financial system imbalances.

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Financial Planning Strategies in Volatile Markets Thumbnail

Financial Planning Strategies in Volatile Markets

During times of market volatility, our team at Buckingham Advisors works diligently to identify opportunities to implement tax and financial planning strategies. While it can be very distressing to see account balances go down, it’s important to remember that stocks/equities are long-term investments, and pull backs and moments of fear are a part of economic cycles. In this article, I want to cover some basic financial planning principles to ease anxiety and discuss a few more advanced planning strategies to consider.

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The SECURE Act and Small Businesses Thumbnail

The SECURE Act and Small Businesses

On December 20, 2019 President Trump signed into law what is known as the SECURE Act, or the Setting Every Community Up for Retirement Enhancement. This legislation is intended to increase Americans’ readiness for retirement. The objective is to help hard working Americans secure their financial future. One way the SECURE Act helps to accomplish this is by incentivizing small businesses to set up employer-sponsored retirement plans.

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March 2020 Market Insights Thumbnail

March 2020 Market Insights

The stock and bond markets continue to ride on the COVID-19 coronavirus roller coaster that started this year. While the recoveries continue to rise in China, news of an increasing spread of cases in other countries has worsened. Prevention and containment efforts here and abroad, from border closings to event cancelations, are lowering estimates for global economic growth.

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