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BAM Intelligence

Make life easier in 2020

Connie Brezik, 1/16/2020

Got goals? Wealth Advisor Connie Brezik looks at a few practical approaches to removing obstacles, solving problems, and finding peace in 2020. Read more

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Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

Bethany Ketron, CFP®, 12/31/2019

Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals. Read more

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Turning a Saver Into a Spender

Connie Brezik, 12/5/2019

Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. Read more

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What’s First with Your Next Dollar: Investing or Paying Off Debt

Kurt Wunderlich, CFA, CFP®, 9/25/2019

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more

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The Fear of Offending

Connie Brezik, 9/3/2019

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more

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Make life easier in 2020

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