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Financial Advice Services

A&I Financial Services

Jar of coins with hands—symbolizing savings & investment.
Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!
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Network Team Podcast – Financial Insights & Tips
Cameron Morgan with A&I Financial Services and the professionals share our own stories. Learn how we are paying, or already paid for, our kids’ college educations
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Network Team Podcast – Financial Insights & Tips
Cameron Morgan with A&I Financial Services explains to the experts some great info about how 529 plans really work.
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Without money, we would never have experienced Monet. A very brief story about Monet's relationship with money.
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Retirement planning and estate updates with A&I Wealth Management
From 2019, a timeless lesson in investing for the long-haul, risk tolerance and the power of compoundng interest.
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Wealth advisor helping a father plan for his child's future
Your fact-filled list of 29 surprising reasons to use a 529 college savings plan.
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A Thriving Couple
Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3) On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot...
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