A&I Financial Services

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.Read More

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!Read More

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 educationsRead More

Cameron Morgan with A&I Financial Services explains to the experts some great info about how 529 plans really work.Read More

From 2020, changes to taxes and investment planning after passage of the CARES Act.Read More

Without money, we would never have experienced Monet. A very brief story about Monet's relationship with money.Read More

From 2019, a timeless lesson in investing for the long-haul, risk tolerance and the power of compoundng interest.Read More

Your fact-filled list of 29 surprising reasons to use a 529 college savings plan.Read More