BAM Intelligence

Financial Planning for the Person Who Has Everything

You wake up tomorrow and everything about your life is exactly the same except you have no possessions other than the clothes on your back and a bag of money equal to your financial worth today. Tim Maurer asks: What would you change? Read more

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The Financial Perils of Old Age

Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care. Read more

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Taxes Are Everywhere, But So Are Planning Opportunities

Wealth Advisor Bill Morgan shares some ways to implement efficient tax strategies as you work your way toward your financial goals. Read more

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How to Avoid Being Victimized by Financial Deception

Don’t rely on some commercial to ensure your financial advisor is acting in your best interest. Read more

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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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