A&I Financial Services

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

Budgeting tips for generation Z and millennials.Read More

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...Read More

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.Read More

Learn the seven steps that a millennial and other young adults should take to create and stick to a great financial plan.Read More

Grandparents are in a unique position to help their grandchildren when they have their own financial plans in place. So, the first tip...Read More

Paying for college is expensive and difficult! Here are some tips to keep in mind.Read More