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BAM Intelligence

What Does It Mean to Be a Fiduciary to Your Employees?

Judi Pflaumer on the 5 steps for retirement plan sponsors to ensure their fiduciary responsibility. Read more

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Enticing Retirement Plan Participants to Save

Encourage retirement saving success. Judi Pflaumer on how to help ensure plan participants get the right information. Read more

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Youth + Roth IRA/401(k) = Successful Retirement Planning

Saving as a young adult can have a big impact on retirement planning. Judi Pflaumer on how to tackle savings decisions. Read more

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Your Child’s First Credit Card – Scott Brown

Scott Brown, Wealth Management Group, Dover, Del. Several months ago, BAM ALLIANCE member Scott Brown described a practical and safe way for teenage children to gain experience with credit cards and bill paying while still in high school. Here’s a… Read more

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In Tax Planning, Planning Is the Operative Word — Scott Brown

Scott Brown, Wealth Management Group, Dover, Del. Once upon a time, tax planning meant making a few end-of-year adjustments to reduce taxes due in April. Today, planning means taking a much broader and more proactive view to take advantage of… Read more

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