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BAM Intelligence

Financial Planning for the Person Who Has Everything

You wake up tomorrow and everything about your life is exactly the same except you have no possessions other than the clothes on your back and a bag of money equal to your financial worth today. Tim Maurer asks: What would you change? Read more

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Blended Finances and Family Values

BAM ALLIANCE member Kathy Longo with planning elements to consider when blending families, finances and values: Read more

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Jim Whiddon on UnRetirement

How seniors will recharge our nation’s entrepreneurial energy: Jim Whiddon unpacks Chris Farrell’s fascinating book, Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community and the Good Life: Read more

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