Category

Life Transitions

A&I Financial Services

"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
Many people struggle with the desire to keep their wealth private and prepare their children and grandchildren to receive the money. So, we want to have our cake and eat it too! Let’s walk through a few good ideas. With proper planning, and an experienced guide to help you do just that. One of the...
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
Three pillars of a happy retirement are money, health, and relationships. As we age, health becomes more and more important. If you, or a loved one, is looking for home healthcare, you may want to start your search here: the Medicare website. Home healthcare agencies are registered with Medicare, so they can receive Medicare payments....
Read More
Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.
Read More
Medicare Options
On September 7th, 2023, live in person or live via Zoom at 11:30 we had an expert on Medicare teach us about Medicare. Learn the rules and how to choose the best coverage for your situation. Understanding Medicare can seem stressful, but our speaker makes it easy to understand. As the diagram shows above, you...
Read More
Becoming a first-time parent brings with it a new world of financial challenges. As a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Some things to consider include: Upfront Costs Complex Laws and Time-consuming Process Emotional, Physical and Relationship Costs Ongoing Costs A Special Note...
Read More