We are a full-service firm, committed to helping clients achieve their financial goals through strategic guidance and personalized service.
Joined March 2009
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- Following 97
- Followers 1,587
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542 Photos and videos
13 Jan 2025
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.
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19 Mar 2024
From splitting expenses to planning for big-ticket items, Wealth Advisor @rynevickery shares five money conversations you need to have with your significant other to get on the same page with finances. bit.ly/3VpDPGS
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18 Mar 2024
In this episode of Ask the Hammer, Buckingham’s Chief Planning Officer @CPAPlanner shares his thoughts on postponing or skipping an RMD. bit.ly/3x84qxV
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22 Aug 2023
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
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4 Aug 2023
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
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3 Aug 2023
We have been recognized as one of America’s Top RIAs for 2023 by @FAMagazine! 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
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25 Jul 2023
Our #NerdWord series breaks down complex financial concepts into easy-to-understand terms. In this episode, Wealth Advisor @BlakePokley, CFP® shares what a Roth conversion is, and depending on your specific situation, why it may be beneficial from a tax standpoint. #NerdWord
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24 Jul 2023
Dive into the joy of summer. We’ll handle the numbers while you make a splash! #LiveInTheNow
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21 Jul 2023
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/insigh…
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18 Jul 2023
Learn how to protect yourself from fraud at Thursday's “Preventing Identity Theft: How to Defend Your Finances” workshop. In this interactive session, @CPAPlanner shares lifesaving strategies to keep your personal information out of the wrong hands. tinyurl.com/2sj59y8p
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17 Jul 2023
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
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26 May 2023
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 @CPAPlanner shares his thoughts.
thestreet.com/retirement-dai…
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12 May 2023
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 @CPAPlanner as he explores tax-saving strategies you can use year-round. tinyurl.com/49x2fnmr
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13 Apr 2023
Have you filed your #taxes yet? This @YahooFinance interview with Buckingham’s Chief Planning Officer @CPAPlanner shares strategies to reduce your 2022 tax liability, including last minute contributions, tax credits and what to do if you lived in multiple states.
13 Apr 2023
There's only a few more days to file your taxes. Today, @CPAPlanner and finStream.tv co-founder Robert Powell share last minute tips on contributions, deductions, and extensions.
Watch more from our Ultimate Tax Guide here:
yhoo.it/40aXfOq
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24 Mar 2023
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…
#jobsearch
#financialjobs
#hr
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23 Mar 2023
Our #NerdWord series helps break down complex financial concepts into easy-to-understand terms. In this episode, Buckingham’s Head of Investment Research @JaredKizer explains the concept of active management and the possible associated costs of this strategy.
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22 Mar 2023
At Buckingham, we create a detailed portrait of your wealth journey so you can zoom in on creating priceless memories. #LiveInTheNow
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20 Mar 2023
Are you required to report gambling losses to the IRS? In this episode of @TheStreet's #AskTheHammer, Chief Planning Officer @CPAPlanner shares why you can still come out a winner even when the odds aren’t in your favor.
thestreet.com/retirement-dai…
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3 Mar 2023
Tax season is upon us! Join Buckingham’s Chief Planning Officer @CPAPlanner 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
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Focus Partners Wealth retweeted
4 Jan 2023
How may the recently approved #secureact 2.0 federal spending package impact retirees? In this @CNBC article, Buckingham Chief Planning Officer @CPAPlanner shares his thoughts on the updated retirement and #RMD provisions. tinyurl.com/3k9x9ndw
#BuckinghamInTheNews
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