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BAM Intelligence

Reframing the Social Security Claiming Decision for Married Couples

Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack. Read more

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Planning a Successful and Meaningful Life in Retirement

Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement. Read more

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Social Security, and Getting Your Fair Share, with Steve Weiss

Manisha Thakor brings Buckingham’s Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security. Read more

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Seven Essential Questions to Ask Your Aging Parents

Tough, but important, financial conversations. BAM ALLIANCE member Kathleen Longo tackles seven important questions to ask your aging parents. Read more

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