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BAM Intelligence

The SECURE Act and Student Loan Repayments: The Gift of Options

The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more

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Does Your Financial Plan Need Attention? Try This

If your goal is progress toward your financial goals for 2020 and beyond, February is a perfect time to address talk with your wealth advisor. Read more

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