BAM Intelligence

Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. Read more

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The Foundational Aspects of Planning Your Legacy

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more

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Estate Planning Includes Preparing Your Heirs

Larry Swedroe explains how to build a successful family wealth transfer plan. Read more

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Financial Spring Cleaning: Life Insurance Audit

Tim Maurer shares 5 things to do to make sure your life insurance planning is on track. Read more

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Estate Planning: An Ounce of Prevention, a Pound of Cure

What happens if you don’t have an estate plan? Joe Delaney shares two scenarios to show the value of planning ahead. Read more

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