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BAM Intelligence

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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A Guide to Starting Family Financial Conversations

The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. Read more

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Five Easy Steps to Creating Your Budget

Budgeting takes work, but it’s worth the rewards. Stuart Vick Smith on five simple steps to creating a solid budget: Read more

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A Joyful Way to Look at Budgeting

When you hear “budget,” do you think “repressive tedium”? Manisha Thakor has a new approach: joy-based spending. 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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