Buckman Advisory Group, LLC.

09/29/2026

A Will, Power of Attorney and Health Care Proxy can help protect your family and make sure your wishes are followed. Learn why these three essential documents can prevent confusion, delays and unintended consequences.

Why are a Will, Power of Attorney and Health Care Proxy so important? Learn how these essential estate planning documents can protect your family, make your wishes clear, avoid unnecessary delays and help prevent unintended consequences when the unexpected happens.

09/21/2026

Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

09/16/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

09/09/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

09/08/2026

Discover how Buckman Wealth Connect helps organize your financial life in one secure place. View accounts, track your retirement plan, test “What If?” scenarios, store important documents, and see your complete financial picture.

Discover Buckman Wealth Connect, a secure financial planning portal that brings your investments, bank accounts, retirement plans, liabilities and important documents together. Track your financial picture, explore “What If?” scenarios and plan with confidence.

08/27/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

08/12/2026

07/15/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.

07/02/2026

Money wisdom from Ben Franklin!