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Financial Advice Services

A&I Financial Services

Illustration of life’s financial journey with key milestones
Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.
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Millennial woman practicing smart money habits
10 smart money habits for millennials starting out, with frequently asked questions and answers.
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Couple discussing retirement accounts and financial planning
When the pandemic first started, the phrase “unprecedented times” seemed to be everywhere –  in every article, video, or announcement – as everyone’s lives were collectively disrupted. “Unprecedented” was, in fact, an accurate term. Unfortunately, it was not the first or last time in our lives that we will face unprecedented times – think about...
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Woman working on financial planning from home – financial advisor Denver
If you can get started now, you can build a great foundation of solid financial habits. Here are a few principles that build a healthy, long-term relationship with money.
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Family learning financial planning across generations
Learn the seven steps that a millennial and other young adults should take to create and stick to a great financial plan.
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Graduate in cap and gown celebrating achievement
Grandparents are in a unique position to help their grandchildren when they have their own financial plans in place. So, the first tip...
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College graduate celebrating a bright financial future
Paying for college is expensive and difficult! Here are some tips to keep in mind.
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Roth contributions advice for women investors
A simple plan that may help any person go tax free with a Roth, regardless of income. Plus, there is a hidden benefit for older folks and people with a higher income. So let’s dive in.
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