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BAM Intelligence

Is COVID-19 Creating An Education Planning Crisis?

Both as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered. Read more

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Crucial Conversations Before Your Child Heads to College

Crucial financial conversations to have before your child heads to college. BAM ALLIANCE member Kathy Longo on key topics to cover: Read more

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Jim Whiddon reviews A Whole New Mind by Daniel Pink

Right brainers unite! Jim Whiddon reviews A Whole New Mind by Daniel Pink and shares why Pink thinks readers are leaders, and how perspective can be more important than IQ when it comes to professional success. Read more

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Back To School: Financial Planning for the College Set

Attention freshman (and those that love them)! Dan Solin and other financial sages give advice for the college set in “12 Things We Wish We’d Known When We Were 18” Read more

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We Are Done Paying For College

Author Lynn O’Shaughnessy on the joy of sending the last monthly college tuition payment. Read more

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