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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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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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Figuring Out if You Should Retire

Connie Brezik, 11/7/2019

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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A Successful Small Business Start-Up

Connie Brezik, 11/1/2019

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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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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