Relief for Retirement Account Owners

August 4, 2020  // BAM Article

Relief for Retirement Account OwnersThe U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help. Read more  Read More

Code Name: Monte Carlo

August 4, 2020  // BAM Article

Code Name Monte CarloMonte Carlo simulation was first developed by scientists working on the top-secret Manhattan Project, but since then it has been widely applied elsewhere, including as a way to model the resiliency of your financial life plan. Read how we use Monte Carlo tools to stress test your plan against a range of potential scenarios to account for the risk and uncertainty inherent to investing. Read more  Read More

Reframing the Social Security Claiming Decision for Married Couples

August 4, 2020  // BAM Article

Reframing Social SecurityNobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack. Read more  Read More

Cultivating an Abundance Mindset, Even in Difficult Times

June 29, 2020  // BAM Article

The self-care practice of cultivating an abundance mindset can be particularly helpful in creating powerful, positive momentum toward a sense of better financial wellbeing, especially when coupled with a sound, comprehensive, long-term financial plan. Read more  Read More

Have a Conversation, for You and Your Family

June 29, 2020  // BAM Article

Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness. Read more  Read More

Minimize Regret Over Maximizing Returns

June 29, 2020  // BAM Article

When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.” Read more  Read More

Money and Happiness

June 3, 2020  // BAM Article

Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Read more  Read More

Is COVID-19 Creating An Education Planning Crisis?

June 3, 2020  // BAM Article

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  Read More

What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

June 3, 2020  // BAM Article

One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow. Read more  Read More

What Is ‘Bracket Creep’ and How Do You Avoid It?

June 3, 2020  // BAM Article

We have had many investors ask us what in the world this is and, when they hear the details, what they can do about it. Read more  Read More

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