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BAM Intelligence

Maximizing Outcomes by Reducing Taxes Over Your Lifetime

There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one. Read more

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What’s First with Your Next Dollar: Investing or Paying Off Debt

Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more

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Money and Marriage: The Financial Plan for Marital Bliss

Marriage means saying “I do” to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money. Read more

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Preparing for Parenting: Staring Down the Financial Precipice

Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Read more

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