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BAM Intelligence

Income Planning and IRMAA in Retirement

Health care will likely be one of your biggest expenses in retirement, so it’s worth unpacking some Medicare basics and exploring ways to cost-effectively navigate coverage options, IRMAA, and income planning decisions. Read more

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Reframing the Social Security Claiming Decision for Married Couples

Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack. Read more

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The Key To Saving More For Retirement: Using Your Imagination

Wherever you are on the continuum from now until your personal retirement then, consider using your imagination to help increase your motivation to save for the future. Read more

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Lean into Life After Work

Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. Read more

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