BAM Intelligence

How to Manage Your Money in 2018

Tim Maurer visits with the TODAY show to discuss managing debt, saving for the future and investing long-term.

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The Proposed Tax Plan and Your Money

Tim Maurer looks at how the GOP’s new tax plan could affect you and your money. Read more

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Tax-Loss Harvesting in Inclement Markets

Make the most of the market’s inevitable, periodic dips through tax-loss harvesting. Read more

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IRS Gives Tardy Retirement Savers More Rollover Time

Tardy retirement savers get an IRS break on rollover time, but it’s best to just get it done. Read more

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It’s a Good Time to Harvest Losses

Director of Investment Analysis Kevin Grogan on the right way to approach tax-loss harvesting. Read more

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