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BAM Intelligence

Turning a Saver Into a Spender

Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. Read more

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The Keys to Effective Budgeting: Autonomy and Automation

Most people consider budgeting an exercise in repressive tedium. But it doesn’t have to be. Read more

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Mercury Rising: Retirement Planning Throughout Life

Imagine your life as a thermometer. A rising mercury may mean discomfort for the financially unprepared. BAM ALLIANCE member Joe Delaney on retirement planning throughout life’s stages. Read more

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Stay Focused on Your Own Spending, Not the Other Person’s

Focus on what really matters: your own goals and savings plan, not what your neighbor has. Read more

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