Maximizing Outcomes by Reducing Taxes Over Your Lifetime

March 26, 2020  // BAM Article

There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one. Read more  Read More

What Do You Do When Markets Are Down? Build Wealth!

March 26, 2020  // BAM Article

Working your comprehensive, long-term financial plan means taking advantage of wealth-building opportunities that a down market can offer. Here are five planning items to consider now. Read more  Read More

The Market Volatility Survival Tool: True Grit

March 26, 2020  // BAM Article

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

Lean into Life After Work

March 2, 2020  // BAM Article

Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. Read more  Read More

Chess, Poker, Investing and Life

March 2, 2020  // BAM Article

In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. Read more  Read More

The Fear of Offending

February 27, 2020  // BAM Article

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  Read More

Educate Your Heirs

February 20, 2020  // BAM Article

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  Read More

The SECURE Act and Student Loan Repayments: The Gift of Options

February 4, 2020  // BAM Article

The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more  Read More

Does Your Financial Plan Need Attention? Try This

February 4, 2020  // BAM Article

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  Read More

The Promise of a New Career: Understanding the Finances of Your New Job

January 29, 2020  // BAM Article

You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs. Read more  Read More

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