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A&I Financial Services

From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling Have you ever wished you could capture the wisdom and stories of your elders before it’s too late? As we age, the importance of passing on our experiences and memories becomes more apparent, but the challenges of doing so can seem daunting. Bernie and Zelda...
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Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In the previous post discussing common obstacles to knowing when you should start Social Security, we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many of others face...
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Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...
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Financial planning advice for millennials and generation Z.
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The photo above is created with artificial intelligence (AI). It has a huge wall and, in the background, clouds that either look ominous or promising. In my opinion, the wall is ugly and the sky is beautiful. What do you think?  Let's spend a few minutes on each of these images, the wall and the...
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A great resource for you to help your loved ones at the end of your life, and after you pass away.
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Recent Investment Commentary
Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...
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