Connie Brezik with BAM Alliance, 1/16/2020 As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? A friend recently mentioned […]
Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket. That said, the best way to achieve these simple goals isn’t always as obvious. In fact, many of our favorite […]
Bethany Ketron, CFP® with Buckingham Strategic Wealth, 12/31/2019 Budget. It’s a term that strikes fear in almost everyone at one time or another. But, while many people view investing as the key to financial success, it’s really budgeting that unlocks the door. After all, you need assets in order to invest them. Because budgeting is […]
Tim Maurer, Director of Advisor Development at Buckingham Strategic Wealth, 1/3/2017 Because personal finance is more personal than it is finance, just about every step we take in our personal development aids us in financial planning, and vice versa. It is in better understanding ourselves that even the most confounding financial decisions are made simple. […]
December is National Write a Business Plan Month. Whether you are thinking of starting a company or already have, do you have a business plan set in place? Did you say “no” or “kind of…”? Below, you can find a list of items imperative to making a plan for the success of you and your […]
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 […]
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 […]
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 […]
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