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BAM Intelligence

What Does It Mean To Have Enough? It’s Up To You.

Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? Read more

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Helping You Align Your Values and Goals

Wealth Advisor Katie Keary explores these questions through a short exercise designed to help harmonize your deepest values and goals, financial or otherwise. Read more

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Tips to Help Teach Your Children About Money

Don’t let financial knowledge get lost in translation. BAM ALLIANCE member Stuart Vick Smith offers five tips for helping to teach your kids about money Read more

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You Have $10 Million and 10 Years to Live. What Would You Do?

Make your money serve your life, not the reverse. Manisha Thakor on why that means knowing what we truly want. 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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