Buckingham Advisors’ Financial and Tax Experts Available for Year-end Storylines

Buckingham Advisors is an Ohio-based comprehensive financial services firm with world-class expertise. As one of the area’s top financial advisory and tax strategy firms, Buckingham understands from first hand experience what keeps investors, family stewards and business owners up at night.

The team of professionals at Buckingham Advisors work together to create professional and personal financial success for their clients. Buckingham’s professionals are fiduciaries, putting their clients’ needs ahead of their own. If you are looking  for a  team  of professionals who can comment  on  the CARES Act,  PPP loans, financial and tax moves to make  prior to  year-end, managing money, investing, and  more, this team is a great resource. They also  have a wealth of  information (recorded webinars of timely topics) on their  website.

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Storylines that might be of interest to you include:

• The CARES Act and government stimulus benefits
• Payroll Protection Program loan forgiveness
• Financial and tax moves to make before 2020 concludes
  

• Ideas to improve your finances in 2021
  
• Stock market trends and where to put your money now
• How to raise money-smart kids
• Best ways to give back to the community this year
• How Covid-19 has changed the way people save for college, buy homes, invest in equities, and alternative investments, etc.
• The 2020 employee Social Security tax deferral
• The SECURE Act and the new death tax that could come back to bite IRA owners
• The impact of the election on investments, financial planning, and taxes

​Contact CorrineSmith@ImpactCommunications.org if you’d like to speak with the professionals at Buckingham about providing information on financial topics that would be of interest to your audience. Buckingham would be happy to develop for you a regular column, occasional articles, video commentary, or to be available as a resource for your producers and editorial team.

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Buckingham Advisors

Buckingham provides services in four primary areas: financial planning, investment management, business services, and integrated tax strategies.

• The team of professionals at Buckingham Advisors work together to create professional and personal financial success for their clients. Buckingham’s professionals are fiduciaries, putting their clients’ needs ahead of their own. Their core purpose is to improve the lives of clients by providing clarity, simplicity, and the professional expertise of their financial planners, investment professionals, tax strategists and accounting team.
  
• The company was founded in 1987 by Jay Buckingham, CEO, to help provide clients with independent financial services and tax planning to suit each client’s needs. His objective was to provide professional, tailored solutions rather than the “one size fits all” approach other professionals may use. Jay and the professionals at the firm have built multi-generational relationships based on this philosophy.
• Buckingham’s advisors are CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analysts®, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. They are Millennials, Gen X, Gen Y and Boomers. They are all innovative thinkers helping clients look to their future, and providing plans and strategies to ensure that people are on the right path to achieve their goals.
• The company has four offices in Ohio: Columbus, Dayton, Lebanon and Wilmington.
• For more information visit www.mybuckingham.com.
• Contact corrinesmith@impactcommunications.org if you’d like to speak with the professionals at Buckingham about providing information on financial topics that would be of interest to your audience.