A&I Wealth Management > Blog > Annual Holiday Open House 2023

Garrison Keillor jokes: “With cable news, print, news networks, websites, millions of podcasts, we are the most communicative people on earth; it’s no wonder we’re so sick of each other.” Well, here’s to less screen time and more face to face time. We will all feel better when we are together and we laugh a little (or a lot)!

We are throwing our biggest event of the year this Friday, December 1st. The festivities start at 4PM and continue until we run out of food and beverages. So come and check out our new offices, all decked out for the holidays! 

To RSVP, click here and chat with us!

You may also RSVP by sending an email to [email protected] or calling us at 303.690.5070.

Q3 Investment Commentary Movie Available

Visit our website at https://assetsandincome.com/investment-advice-ira-plans-videos#2023-11 to watch our  most recent half-hour commentary on investment markets and the economy.

Colorado Gives Day

Many charities will receive a matching gift if you make a gift before December 5th. Visit https://www.coloradogives.org/ to learn more about how you can make an even bigger impact. Plus, they have a nice list of charities if you are looking for somewhere to make a difference.

Gifting Limits are $17,000

If you want to make a gift to a non-charity, then consider a flat-out gift. The limits in 2023 are $17,000 per recipient. You may double that amount if you are gifting to a married couple. And if you are a married couple, then you can double it again. So be generous this year!

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.