BAM Intelligence

Money and Marriage: The Financial Plan for Marital Bliss

Marriage means saying “I do” to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money. Read more

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Preparing for Parenting: Staring Down the Financial Precipice

Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Read more

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Divorce: Unveiling The Unspoken Truth

Savvy Ladies Founder Stacy Francis discusses insights about women’s relationship to money before, during and after divorce, as well as the four most common paths to divorce and pitfalls to avoid in the process. Read more

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Tips to Help Teach Your Children About Money

Don’t let financial knowledge get lost in translation. BAM ALLIANCE member Stuart Vick Smith offers five tips for helping to teach your kids about money Read more

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Navigating Divorce, Financially Speaking — An Interview With Buckingham’s Katie Keary

Manisha Thakor and Buckingham’s Katie Keary talk navigating divorce, financially speaking, on the MoneyZen podcast: Read more

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