How may the recently approved #secureact 2.0 federal spending package impact retirees? In this CNBC article, Buckingham Chief Planning Officer Jeff Levine, CPA/PFS, CFP® shares his thoughts on the updated retirement and #RMD provisions. tinyurl.com/3k9x9ndw #BuckinghamInTheNews

Tax season is upon us! Join Buckingham’s Chief Planning Officer Jeff Levine, CPA/PFS, CFP® as he outlines strategies to save money now and in the future at his workshop 'Strategies Around Paying Your Taxes: What Choices Work for You?" Register now. tinyurl.com/46f2smjp

Are you required to report gambling losses to the IRS? In this episode of TheStreet's #AskTheHammer, Chief Planning Officer Jeff Levine, CPA/PFS, CFP® shares why you can still come out a winner even when the odds aren’t in your favor.  thestreet.com/retirement-dai…

At Buckingham, we create a detailed portrait of your wealth journey so you can zoom in on creating priceless memories. #LiveInTheNow

Our #NerdWord series helps break down complex financial concepts into easy-to-understand terms. In this episode, Buckingham’s Head of Investment Research Jared Kizer explains the concept of active management and the possible associated costs of this strategy.

Our teams are continuing to grow! Take a look at our open opportunities across the firm and let us know what you're interested in. buckinghamwealthpartners.com/careers #jobsearch #financialjobs #hr

Have you filed your #taxes yet? This Yahoo Finance interview with Buckingham’s Chief Planning Officer Jeff Levine, CPA/PFS, CFP® shares strategies to reduce your 2022 tax liability, including last minute contributions, tax credits and what to do if you lived in multiple states.

Reviewing and understanding your current tax return can help you better plan for what comes next. Join us May 16 for Digesting Your 2022 Tax Return: What to Consider with Jeff Levine, CPA/PFS, CFP® as he explores tax-saving strategies you can use year-round. tinyurl.com/49x2fnmr

From creating content to automating tasks to writing code, #ChatGPT offers endless possibilities. But should you trust it to provide sound financial advice? Buckingham Chief Planning Officer Jeff Levine, CPA/PFS, CFP® shares his thoughts. thestreet.com/retirement-dai…

Marriage is a highly personal choice, but it may not be part of the plan for every couple. If you relate, check out six key considerations for unmarried couples when planning their finances together. tinyurl.com/bdvt3ssn

Learn how to protect yourself from fraud at Thursday's “Preventing Identity Theft: How to Defend Your Finances” workshop. In this interactive session, Jeff Levine, CPA/PFS, CFP® shares lifesaving strategies to keep your personal information out of the wrong hands. tinyurl.com/2sj59y8p

In this article, our partners at Dimensional Fund Advisors share how a wealth planner can help you connect your personal goals with your financial goals to find your true net worth.  dimensional.com/us-en/insights…

Dive into the joy of summer. We’ll handle the numbers while you make a splash! #LiveInTheNow

Our #NerdWord series breaks down complex financial concepts into easy-to-understand terms. In this episode, Wealth Advisor Blake Pokley, CFP®, CFP® shares what a Roth conversion is, and depending on your specific situation, why it may be beneficial from a tax standpoint. #NerdWord

We have been recognized as one of America’s Top RIAs for 2023 by FA Magazine! We are thrilled to be part of such a prestigious group of award-winning firms. Learn more about the survey’s methodology and check out all the winners. tinyurl.com/3k967xza

Discover the best ways to speak to your children and grandchildren about smart money management by joining us at our upcoming webinar “Top 3 Ways Young Adults Can Maximize Their Financial Future” on 8/23 23. tinyurl.com/mty68csn

If you have a college student or recent graduate in your life, you won’t want to miss tomorrow’s webinar “Top 3 Ways Young Adults Can Maximize Their Financial Future”. tinyurl.com/mty68csn

In this episode of Ask the Hammer, Buckingham’s Chief Planning Officer Jeff Levine, CPA/PFS, CFP® shares his thoughts on postponing or skipping an RMD. bit.ly/3x84qxV

From splitting expenses to planning for big-ticket items, Wealth Advisor Ryne Vickery, CFP® shares five money conversations you need to have with your significant other to get on the same page with finances. bit.ly/3VpDPGS

We are excited to announce that we have officially become Focus Partners Wealth! While we have a new logo and website, we remain committed to fostering meaningful growth for our clients. Learn more about our work at wealth.focuspartners.com.