Individuals & Families
Your financial well-being is about more than investments - so we'll take a look at your total financial picture to help you find peace of mind.
Your financial well-being is about more than investments - so we'll take a look at your total financial picture to help you find peace of mind.
We're proud to provide financial guidance to a wide range of non-profit organizations, helping them support and expand their important missions.
As an independent fiduciary partner, we help you secure and increase the value of your company's retirement plan.
January 2, 2023 Erica Bouchard, CFP® January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen because of purposeful and thoughtful planning. As…
November 21, 2022 – Matt Nelson Those who have inherited an IRA since 2020 may be finding it a challenge to keep up with evolving account distribution requirements and IRS messaging. Distribution rules the IRS proposed earlier this year only added to the confusion. Below are some common questions that should be considered when planning…
December 21, 2022 From a return perspective, 2022 has been a challenging year for the stock market. In this edition of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the highs and lows over the last year and his outlook for 2023. From time-to-time we share third-party articles/information that may be of…