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BAM Intelligence

The Fear of Offending

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more

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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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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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