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BAM Intelligence

Solving for the Qualitative Deficit in Financial Planning

Tim Maurer in Forbes on why life planning is a vital part of financial planning. Read more

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A Simple Tool for Getting Better Financial Advice

If a financial adviser doesn’t know what’s going on in a client’s life, the advice will suffer. Here’s one easy way to fix that. Read more

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Three questions that will put your finances–and life–on the right track.

What would you do? Tim Maurer thinks that George Kinder’s powerful questions will change your thinking on money–and life. Read them here on Money.com: Read more

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The “Hit By The Bus” Binder

Planning for the unthinkable: BAM ALLIANCE member Brain Zdrowak on preparing your financial plan for a worst-case scenario. Read more

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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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