Buckingham Advisors’ Financial Professionals Available for Current Storylines

​2021 has been full of twists and turns, especially when it comes to personal financial planning, investing, and tax preparation matters. If you are looking for information and insights from a financial professional on any of the topics below, please contact Impact Communications to set up a time to visit with one of the financial planning, investment, and tax professionals at Buckingham Advisors.

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Topics Include:

• Payroll Protection Plan (PPP2) and changes for self-employed Schedule C filers
• Ohio unemployment fraud
• Maximizing the Employee Retention Credit and Paycheck Protection Program
• PPP Second Draw and the Employee Retention Credit for Small Businesses
• The latest relief package and what it offers for small businesses
• How COVID-19 illness can affect your taxes
• SPAC and Digital Currencies -- two market trends that have been growing in popularity: Special Purpose Acquisition Companies (SPACs) and Bitcoin
• The SECURE Act and increasing the age for Required Minimum Distributions (RMDs)
• Some of the unexpected ways the pandemic has impacted finances/the economy
• Financial tips and ideas to improve your finances in 2021
• Current trends and the potential impact from Washington on markets
• How the financial planning process has changed due to the pandemic
• Stock market and investing insights

​You may also be interested in these news items from Buckingham Advisors:
 
New hire: Carly Lindstrom
Buckingham Advisors announced that Carly Lindstrom has joined the firm as a Wealth Advisor. With over 13 years’ experience in consumer-driven health strategies, employee benefits and financial planning, Lindstrom will work with individual clients and business clients in the Dayton, Cincinnati and Columbus markets. Lindstrom will be joining Buckingham’s Business Services, Financial Planning, and Investment Management departments to bring personalized wealth management solutions that integrate all the important aspects of the clients’ unique situations.
 
Buckingham Big Hearts
Buckingham Big Hearts is the in-house charitable giving committee of Buckingham Advisors. It was founded in 2019 by employees who wanted to provide group opportunities for philanthropic involvement with the communities in which they serve. Buckingham Big Hearts leads quarterly events that can involve donations, volunteer work, and other activities to support local businesses, individuals, and families. Quarterly events are open to employees, clients, and friends of Buckingham Advisors. In addition, Buckingham Advisors is showing their support of the entire Dayton community by participating as a Partner sponsor in honor of The Dayton Foundation’s Centennial Celebration this year.
 
You may also be interested in attending one of Buckingham Advisors’ upcoming webinars and/or accessing a webinar replay or viewing their blog. Here are the corresponding links:

• https://mybuckingham.com/events 
• https://vimeo.com/channels/buckinghamvideolibrary
• https://mybuckingham.com/insights

 
If you would like to schedule an interview with the professionals at Buckingham Advisors, please contact Corrine Smith at: corrinesmith@impactcommunications.org