Entries by Matt Delaney
Living a Life Worthy of a Legacy at Any Age
Tim Maurer, Director of Advisor Development the BAM Alliance, 11/6/2019 Estate planning is one of the most technical—and terrifying—topics in the broad practice of wealth management. It exists at the intersection of quantitative logic and qualitative feelings, and it evokes the types of emotions that we instinctively avoid. Anxiety, fear, loss, sadness, hopelessness. “I don’t […]
Figuring Out if You Should Retire
Connie Brezik with Buckingham Strategic Wealth, 11/7/2019 Anyone considering retirement, or who has retired in the recent past, understands that there is a lot to this decision. Sure, having enough money is an important part of this equation, but there is much more to consider. Once your company throws you a retirement party, your life […]
Finding and Supporting Your Passion
The BAM ALLIANCE, 10/31/2019 Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors and volunteers1. The opportunities to support a nonprofit can seem endless and overwhelming. Unfortunately, not every nonprofit is […]
Quarterly Client Letter – 2019 Q3
October 2019 Dear JDH Family: If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond […]
The Foundational Aspects of Planning Your Legacy
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® with BAM Alliance, 9/30/2019 Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to the conversation simply seeking the specific tool or set of tools […]
Planning a Successful and Meaningful Life in Retirement
***COUNTDOWN TO RETIREMENT IS UNAVAILABLE Larry Swedroe, Chief Research Officer of the BAM Alliance, 3/25/2019 While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that 55% of Americans have less than $10,000 saved for retirement. And […]
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