Financial Guides

10 years Till Retirement—
What Should I be Doing?

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change.

Test Your Knowledge
of Financial Planning

How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics.

You Have Reached
Retirement—Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived!

Setting and Targeting
Investment Goals

Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible.

Protect Yourself From
Identity Theft

Here are some steps you can take to help protect yourself from becoming a victim of identity theft.

5 Keys to Investing
for Retirement

You’ll probably need to contribute more to your retirement plan than you think.

Advanced Estate Planning Concepts for Women

Statistically speaking, women live longer than men. That’s significant for a couple of reasons.

Credit Scores

It’s difficult to imagine functioning in today’s world without credit.

Balancing Work
and Family

Today, there are many more two-parent dual-income families and single-parent households.

College Planning:
Financial Aid 101

Many parents pay for college with a combination of current income, savings, and financial aid.

Factors Affecting Your Retirement Income

When it comes to planning for your retirement income, it’s easy to overlook some factors that affect how much is available to spend.

Death of a Family
Member Checklist

Losing a loved one can be a difficult experience. Yet, you must complete a variety of tasks and make important financial decisions.

11 Ways to Stay Sane
in a Crazy Market

It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility.

Financial Survival
After a Job Loss

The keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses.

Saving for
College

It’s important to start a college fund as soon as possible because a college education might be the biggest purchase you ever make.

How to Stay on Track
with Your Retirement Savings

Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time.

Income in Respect
of a Decedent

If someone dies before receiving income to which he or she is entitled, that income is not included on his or her final income tax return.

Investing as a
Couple-Getting to “Yes”

Disagreements about money are often a source of friction between couples. How can you bridge that gap?

Things to Consider
About Working in Retirement

Planning on working during retirement? If so, you’re not alone.

The Joys and Financial Challenges of Parenthood

As your children travel this long and never-dull road from infancy to adulthood, you try to protect them.

Top Year End
Financial Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year.

Adjusting to Life
After a Divorce

There’s no doubt about it—going through a divorce can be an emotionally trying time.
Request a complimentary consultation with Buckman Advisory Group.