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BAM Intelligence

Educate Your Heirs

Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. Read more

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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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A Successful Small Business Start-Up

As any small business owner knows, there’s a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you’ll want to learn what you need to know before you open your doors. Read more

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