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BAM Intelligence

Is COVID-19 Creating An Education Planning Crisis?

Both as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered. Read more

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The Key To Saving More For Retirement: Using Your Imagination

Wherever you are on the continuum from now until your personal retirement then, consider using your imagination to help increase your motivation to save for the future. Read more

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The Market Volatility Survival Tool: True Grit

A tool for surviving market volatility. Tim Maurer with a vital ingredient for investing success: Grit. Read more

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Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. Read more

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How to Craft a More Fulfilling Vacation Using Insight from Business and Investing

Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service. Read more

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