Financial planning blog

Timely and free financial planning advice

Investor reviewing portfolio with financial advisor to avoid emotional investing decisions

April 13, 2025

Emotional Investing: How to Avoid Impulse Decisions in Uncertain Times

“Should I sell my investments when I’m feeling anxious about the market?” John sat at his kitchen table, staring at his investment portfolio. The news was on in the background—another crisis, another market dip, another reason to panic. He had worked hard to build his savings, but the fear of losing it all made him...

Navigating financial plan during stock market volatility

April 6, 2025

Navigating Market Uncertainty: What You Can Control in Your Financial Plan

“How can I protect my retirement savings during market volatility?” Mark sat at his desk, staring at the latest market update. Another volatile day. Another wave of anxiety. He had done everything he thought was right—saved diligently, diversified his investments, and planned for retirement. But now, with headlines screaming about inflation, tariffs, and fears over...

AI Exit Planning Readiness Survey for Business Owners

March 30, 2025

Planning Your Business Exit: Sheryl’s Success Story

After years of dedication, Sheryl built a business she loved, one that held significant value and provided stability for her employees. But as life evolved, so did her priorities. With an elderly mother needing more care and grandchildren growing up quickly, Sheryl realized it was time for a change. She wanted to transition out of...

Ladies Take Control of Your Financial Future – Women Wealth Management

March 23, 2025

Empowering Women Through Wealth Management: Taking Control of Your Financial Future

Women are taking charge of their financial futures like never before. Whether you’re building a career, managing a household, navigating life changes, or planning for retirement, having a strong wealth management strategy is key to achieving financial security and independence. At A&I Wealth Management, we are committed to helping women take control of their wealth...

Chad Harmon, Financial Advisor at A&I Wealth Management

March 16, 2025

Navigating Financial Success with Chad Harmon of A&I Wealth Management

Having a guide to navigate the complexities of wealth management is invaluable. For Chad Harmon, a partner and wealth manager at A&I Wealth Management, being that guiding force is more than just a profession—it’s a passion. A Personal Financial Advisor for Clients Chad and his team at A&I Wealth Management see themselves as more than...

AI Tax Optimization Strategies for Smart Tax Planning

March 4, 2025

Preparing for Tax Season: How to Stay Ahead and Maximize Savings

As financial planners, we know that tax season can feel overwhelming, whether you’re filing as an individual or a business owner. But with the right approach, you can reduce stress, stay organized, and even uncover valuable savings opportunities. The key? Start early, stay informed, and work with the right professionals to ensure your financial strategy...

AI pendulum of emotions—investment lessons for investors

February 23, 2025

The Pendulum of Emotions: Lessons for Investors

Emotions are a powerful force in our lives, often swinging like a pendulum between optimism and despair. When things go well, we celebrate—but with restraint, recognizing the effort that led to success. When things go poorly, however, our reaction can be overwhelming, fueled by surprise and disappointment. This pendulum of emotions is hard-wired into human...

Safeguard your financial legacy with experienced advisors in Denver.

February 16, 2025

The Wealth Wellness Album: Aligning Your Finances with Your Life’s Goals

At A&I Wealth Management, we believe wealth isn’t just about numbers—it’s about creating a life that reflects your values, dreams, and aspirations. That’s why we’ve developed the Wealth Wellness Album, a personalized tool designed to bring clarity to your financial picture and help align your finances with your life’s priorities. The Wealth Wellness Album is...

AI-powered cybersecurity to protect financial assets and identity.

February 9, 2025

Cybersecurity Essentials: Protecting Your Financial Assets and Family

Cybersecurity for individuals is just as important as it is for businesses. With rising risks from phishing, social engineering, and even car hacking, it’s vital to understand practical ways to protect yourself and your family from cyber threats. Here’s a summary of key strategies to safeguard your financial and personal information: 1. Educate and Communicate...