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BAM Intelligence

Lean into Life After Work

Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. Read more

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Chess, Poker, Investing and Life

In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. Read more

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The Fear of Offending

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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Educate Your Heirs

Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. Read more

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The SECURE Act and Student Loan Repayments: The Gift of Options

The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more

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