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BAM Intelligence

Summer Gatherings and Estate Planning Considerations

Capitalize on moments of personal connection. Kathleen Longo on summer gatherings and estate planning opportunities: 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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How Will You Spend Your ‘Longevity Bonus’?

Statistics show we get a 30-year “Longevity Bonus’ thanks to longer lifespans. How will you spend yours? BAM Alliance member Kathy Longo explores the topic here: Read more

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When Wealthy Women Remarry Men of Lesser Means

Getting remarried? Talk finances early and often, says BAM ALLIANCE member Kathy Longo from Flourish Wealth Management in a recent article published in the Wall Street Journal. Read more

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