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BAM Intelligence

The SECURE Act and Student Loan Repayments: The Gift of Options

The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more

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Does Your Financial Plan Need Attention? Try This

If your goal is progress toward your financial goals for 2020 and beyond, February is a perfect time to address talk with your wealth advisor. 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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The Buckingham Family of Financial Services Unveils New Brand Structure

A unified brand identity following the 2018 merger of BAM Advisor Services and Loring Ward will better position Buckingham in an evolving financial services landscape. Read more

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Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. Read more

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