How quitting early can affect your retirement savings | Kristen Donovan, QKA, CPFA, AIF® posted on the topic | LinkedIn (2024)

Evidence has shown that portfolios designed around timing the market and trendy or mispriced investments don’t consistently yield positive results. Instead of chasing shiny objects, we build wealth strategies focusing on smart diversification, low costs and tax-aware investments.

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I love a good debate between these guys! What should you do before the Tax Cuts and Jobs Act (TCJA) sunsets? Check out the latest episode of The Great Retirement Debate to hear Jeffrey Levine and Ed Slott explore this question.

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A happy retirement just doesn’t happen, it can take some work! This article highlights eight evidence-based, simple strategies you can implement to add more joy to your life.

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My husband and I love to travel! Finding affordable ways to make our travel budget stretch further is a must! Cashing in credit card points for flights or hotel rooms is a great way to reduce the price of an expensive vacation. This Travel + Leisure article shares how to get the most out of an incentive program.

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In our “More Than Money Management” webinar, Advisor and Attorney Neel Shah shares his thought process on evaluating if Buckingham is a good fit for his firm. Watch the full webinar now: https://lnkd.in/g9b8edHt

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Everyone wants to save money grocery shopping. In this Huffington Post article, Buckingham’s own Director of Family Budget Services Rob Bertman, CFA, CSLP®, CFP® shares his two cents on easy ways to make a big impact on your food bill.

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Mental health is often put on the backburner, especially for busy professional women. In honor of Mental Health Month, My friend, Wealth Advisor Becca Craig, CFP®, CSLP®, ABA shared strategies women can implement into their everyday lives to prioritize their emotional well-being.

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We’ve all had questions about investing in our own individual retirement accounts (IRAs), but what about when you are ready to transfer them to your heirs? Unfortunately, the rules for using the funds can become even more confusing for beneficiaries. The good news? With some careful planning, beneficiaries have several options to take advantage of the tax benefits these accounts offer. Register for Buckingham’s webinar to find out how to make the most of an inherited IRA.

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As we reflect on the true meaning of Memorial Day, I would like to take a moment to honor those who made the ultimate sacrifice.

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