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Newsroom - 2023

Levers and Landmines of Annuity Products
posted Tuesday, June 6, 2023
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
Lisa Grefe Joins Northwest Bank as Wealth Advisor in West Des Moines
posted Thursday, May 25, 2023
Travis Simpson, Regional President at Northwest Bank is pleased to announce Lisa Grefe has accepted the position as Wealth Advisor with Northwest Wealth Management in West Des Moines, IA.
How to Assess the Top Five Risks in Retirement
posted Tuesday, May 2, 2023
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk.
The New and Improved Social Security Website
posted Tuesday, April 4, 2023
Earlier this year the Social Security Administration released a completely revamped version of it's website, www.ssa.gov. This new version makes things more intuitive, easier to find, and there's a wealth of things you can do on this new version of the social security website.
Funding a College Education with Taxes in Mind
posted Wednesday, March 1, 2023
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
2023 Planning Considerations and Strategies for Individual Taxpayers
posted Tuesday, January 31, 2023
Tax planning shouldn't simply focus on hindsight. Upcoming life changes and external factors such as tax policy developments also deserve attention and may offer opportunities to consider. With 2023 bringing the largest inflation adjustments in nearly 40 years, this is especially true, making it a great time to see how they could affect you.
2022 Stock Market Year-in-Review and 2023 Outlook
posted Wednesday, January 4, 2023
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.

Levers and Landmines of Annuity Products

Lisa Grefe Joins Northwest Bank as Wealth Advisor in West Des Moines

How to Assess the Top Five Risks in Retirement

The New and Improved Social Security Website

Funding a College Education with Taxes in Mind

2023 Planning Considerations and Strategies for Individual Taxpayers

2022 Stock Market Year-in-Review and 2023 Outlook

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