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BAM Intelligence

Benefits of Rebalancing

Once you build it, your portfolio requires ongoing maintenance through a process called rebalancing. Wealth Advisor Connie Brezik explains how this helps you systematically buy low and sell high, a recipe for investing success. Read more

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Income Planning and IRMAA in Retirement

Health care will likely be one of your biggest expenses in retirement, so it’s worth unpacking some Medicare basics and exploring ways to cost-effectively navigate coverage options, IRMAA, and income planning decisions. Read more

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Code Name: Monte Carlo

Monte Carlo simulation was first developed by scientists working on the top-secret Manhattan Project, but since then it has been widely applied elsewhere, including as a way to model the resiliency of your financial life plan. Read how we use Monte Carlo tools to stress test your plan against a range of potential scenarios to account for the risk and uncertainty inherent to investing. Read more

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Reframing the Social Security Claiming Decision for Married Couples

Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack. Read more

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