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BAM Intelligence

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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Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals. 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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Figuring Out if You Should Retire

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more

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The Foundational Aspects of Planning Your Legacy

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more

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