Archive for the ‘Newsletters’ Category

June 2024 Burnette Financial Planning Newsletter

This month dispel the top myths about budgeting that often get in the way of savings goals. We also talk through hiring a professional to manage your trust. Read the Newsletter

May 2024 Burnette Financial Planning Newsletter

This month, we are looking at what may be ahead for markets and the economy. Review our outlook for a deep dive into the latest economic trends and what they could mean for your financial planning. We also cover a key planning topic many are facing – understanding aging parents’ health care and financial needs. […]

April 2024 Monthly Buckingham Commentary

The monthly Market commentary from Buckingham Strategic Partner’s Chief Investment Officer Kevin Grogan, CFA, CFP®. Read the Commentary

April, 2024 Burnette Financial Planning Newsletter

This month we’re helping to answer your questions about this year’s presidential election and the possible impact on your financial plan and the wisdom of global diversification. Read the Newsletter.

March 2024 Newsletter

This month we’re talking the “personal” in “personal finance”. We discuss how you can align your financial plan with your values and life changes – including welcoming a new family member! Read the Newsletter

Burnette Financial Planning February 2024 Newsletter

We are kicking off February with our outlook on the economy and interest rates, a look back at the investment lessons we learned from 2023, and the value of teaching your little ones about family and money. Read Newsletter

Burnette Financial Planning January 2024 Newsletter

Happy New Year! This month we’re sharing some resources to kick off your 2024 planning and tax prep. We also look ahead at the key questions for markets over the coming year and potential implications for your portfolio. Read Newsletter

Burnette Financial Planning December 2023 Newsletter

This month, we’re focusing on steps you can take before 2024 to lower your potential tax liability and maximize your charitable gifting. In our upcoming Buckingham Connects webinar we will share our perspectives on market performance, review the latest financial planning developments and discuss the outlook for next year. Check out the save the date […]

November 2023 Burnette Financial Planning Newsletter

As we approach the close of 2023, we reflect on the challenges and blessings this year has brought. Amidst the weight of global uncertainties, We are filled with gratitude for each day, and each of you. Read Newsletter

Fall 2023 Quarterly Insights

The latest insights from Buckingham. QuarterlyInsights_Fall_2023_0915_Digital_WL (1)

Burnette Financial Planning October 2023 Newsletter

One constant in life is change. Our season is changing to fall, the leaves are getting some color, apples are being picked and pumpkin spice scents the air. Change is also afoot in many of the financial aspects that touch our lives. From market and industry adjustments to life transitions, we’re covering some important financial […]

September 2023 Newsletter

This month we turn the page on the calendar to September, and hopefully some cooler fall weather! While students return to school and summer travel winds down many of us start to think about the approaching holidays and celebrations with family. We believe it’s never too early to start end-of-year planning. Read the full newsletter

August 2023 Newsletter

We’ve reached the dog days of summer! Parents are ready for kids to get back to school, recent college graduates are settling in at new jobs. Speaking of graduates, you might have someone in your life going through this transition and needing some guidance on managing money for the first time. It’s important to have […]

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