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BAM Intelligence

Later Life Planning: No One Said It Would Be Easy — Brian Zdrowak

BAM ALLIANCE member Brian Zdrowak on what happens after you have a conversation with your family about later life planning
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Five Questions With Germaine Giani Weldon, AVL WealthCare

The Five Questions interview series features advisors throughout the BAM ALLIANCE community sharing their insights on wealth planning and investing. In this interview, Germaine Giani Weldon of AVL WealthCare discusses the importance of thoughtfully preparing estate planning documents. The BAM… Read more

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When to Call Your Financial Advisor – Mark Smith

Mark Smith, Solutions for Wealth Management, Bourbonnais, IL Frequent communication keeps plans on track To achieve its greatest possible benefit, your relationship with your financial advisor should be built on trust and fueled by open and frequent communication. That means… Read more

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Make Beneficiary Designations With Care – Stephen High

By Stephen High, Kraft Asset Management, Nashville, TN When you opened your IRA account 25 years ago, whom did you name as the beneficiary? Is your ex-spouse still the beneficiary of your life insurance policy? If you can’t quite remember,… Read more

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