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Turning a Saver Into a Spender

Connie Brezik, Wealth Advisor, 12/5/2019

Know a reluctant spender? Someone who sees it as part of

a proud lifestyle, a badge of honor? Wealth Advisor

Connie Brezik offers ways that even ardent savers can feel

more secure about spending money in retirement.

This commentary originally appeared November 30 on









Seven Essential Questions to Ask

Your Aging Parents

 Kathleen Longo, Flourish Wealth Management, 03/03/2016

Tough, but important, financial conversations. BAM

ALLIANCE member Kathleen Longo tackles seven

important questions to ask your aging parents.

This commentary originally appeared March 3 on








Parents: Don’t Sacrifice

Yourselves on The Altar of Your

Children’s Education

Tim Maurer, Director of

Advisor Development, 8/29/2017

Tim Maurer in Forbes on parent student loans.

This commentary originally appeared April 29 on