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BAM Intelligence

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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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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