We’ve changed our name. The BAM ALLIANCE has become Buckingham Strategic Partners. Find out more

 
BAM Intelligence

Turning a Saver Into a Spender

Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. Read more

Share Button

What’s First with Your Next Dollar: Investing or Paying Off Debt

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more

Share Button

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

Share Button

The Trouble with Convenience

Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life. Read more

Share Button

Does Money Buy Happiness?

Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. Read more

Share Button

Industry Events

No events scheduled at this time.