A&I Financial Services

Learn the fundamentals of artificial intelligence and watch 2 movies from AI experts who are investment managers.Read More

"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!Read More

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.  Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...Read More

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.Read More

What makes a successful retirement? More than money!  Dr. Michael Finke is a researcher who speaks around the country about financial planning. His research shows there are three pillars to happiness in retirement: Money Health Relationships Dr. Finke’s unique perspective argues that we ought to invest in each of them. Money Retirement is more than...Read More

Retirees spend money in surprising ways! At a recent lunch and learn, we discussed spending in retirement. Many of us go into retirement hoping to enjoy life, traveling, planning on a life of leisure. You may be surprised at where retirees are actually spending their money! Listen to an expert and see the statistics on...Read More

Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.Read More

Three tips for millennials who want to build a strong financial future.Read More

10 smart money habits for millennials starting out, with frequently asked questions and answers.Read More