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BAM Intelligence

Planning a Successful and Meaningful Life in Retirement

Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement. Read more

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Older Couples Face Money Battles

Couples nearing retirement bicker over money too. Manisha Thakor on steps to help diffuse the tension. Read more

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The 10 Most Important Things to Help Ensure Your Family’s Wealth and Well-Being

BAM ALLIANCE member Ross Hoffman on the most important things you can do to help ensure your wealth and well-being Read more

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Guide to Buying Life Insurance at Every Stage of Life

How much coverage is enough? Tim Maurer on calculating your life insurance needs for every stage of life. Read more

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Who Will Raise Your Kids If You Can’t?

BAM ALLIANCE member Michael Evans has some practical steps, and thoughtful guidance, to help you navigate a particularly gut-wrenching area of estate planning: Choosing the right guardian for your minor children. Read more

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