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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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Minimize Regret Over Maximizing Returns

When reevaluating your tolerance for risk, now or in the future, it’s worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.” Read more

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Charitable Giving Opportunities Under the 2020 CARES Act

Here are some examples of how changes under the new law may be applied in 2020. Read more

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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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Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals. Read more

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