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BAM Intelligence

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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Pascal’s Wager and the Making of Prudent Decisions: Insurance

consider how the concepts in Pascal’s Wager can be helpful in certain advanced planning situations, specifically concerning decisions about whether or not to purchase insurance. Read more

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Advanced Planning

Wealth management works hand in hand with portfolio management, adding value beyond the importance of a prudent investment philosophy. The experience begins with crafting a holistic plan designed to help you in achieving your vision of financial success. That customized… Read more

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