BAM Intelligence

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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Do You Really Want to Retire?

Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Read more

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Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Read more

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