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BAM Intelligence

Turning a Saver Into a Spender

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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The Buckingham Family of Financial Services Unveils New Brand Structure

A unified brand identity following the 2018 merger of BAM Advisor Services and Loring Ward will better position Buckingham in an evolving financial services landscape. Read more

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Figuring Out if You Should Retire

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more

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Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. Read more

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A Successful Small Business Start-Up

As any small business owner knows, there’s a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you’ll want to learn what you need to know before you open your doors. Read more

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