As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024 is no different...
They say hindsight is 20/20, but tax planning shouldn’t simply be based on what has worked in the past. Upcoming life changes and external factors such as tax policy developments…
With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the tools you want to employ in 2024. Whether your household’s...
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill. From…
Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner. This rising role has prompted a different approach to comprehensive financial…
Over the weekend, Congress passed legislation to enact a 45-day reprieve of any imminent government shutdown fears. However, this won’t get us through the end of the year.
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores the impact of a government shutdown from a political and historical perspective, the near- and long-term risks from an investment strategy perspective, and three ways investors can manage this risk.
Source: Vanguard
Head of Investment Research Jared Kizer explores commodities from an investment strategy perspective.
This year, there has been more optimism in the stock market compared to 2022. For investors only looking at the returns of the S&P 500, it may seem like the…
If you are shopping for a new home, you understand how difficult and competitive the housing market has become...
If you are considering paying for your child or grandchild’s college, state-sponsored 529 plans are a tax-efficient way to save for secondary education. But there are some nuances and rules you need to be aware of to maximize your money. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning these popular savings plans and answers commonly asked questions.
We’ve all said it…“I’ll start on January 1.” Whether it’s hitting the gym or eating more vegetables, every year millions of Americans make resolutions to better themselves. Besides building strength with a yoga practice, the new year is a great opportunity to bulk up your financial muscle. As a wealth advisor for over 20 years, I have spoken to thousands of people about their fiscal goals. Through these conversations, I have identified five key considerations that I recommend you examine every January to best position yourself going into the new year.
Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs to know ASAP to avoid late fees, cash in on potential savings and prevent future tax burden headaches.
