A&I Financial Services

Facilitating Important Family Conversations Part 2 Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill continue to interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. Legacy is often discussed but rarely acted upon. Shawn shares some of the history of legacy conversations:How Shawn got into the business, and created...Read More

Social Security Retirement Income (SSRI) provides a safety net for Americans. SSRI is also divisive–many people feel like it won’t be around when they need it! Read on to learn about how much SSRI pays, to whom, and a high-level overview of how it works. Did you know that in the year 2022: The average...Read More

As a doctor, you dedicate your time and expertise to caring for your patients’ health and well-being. But amidst the demanding nature of your profession, it is essential not to overlook the financial aspects of your practice. By taking advantage of the top tax deductions available to doctors, you can save more money and stress...Read More

As the healthcare landscape continues to evolve, doctors face numerous challenges in their practice. One such challenge is the potential risk of medical malpractice lawsuits, which can have devastating consequences on a doctor’s professional and personal life. Comprehensive Malpractice Insurance for Doctors serves as a crucial shield against these risks, offering financial protection and peace...Read More

Many individuals are seeking ways to secure their financial future and build long-term wealth. One avenue that can be a lucrative investment option is real estate. This article aims to explore the advantages and disadvantages of investing in real estate for long-term wealth accumulation. By understanding the intricacies of this market and its potential benefits...Read More

10 smart money habits for millennials starting out, with frequently asked questions and answers.Read More

Retirement is a time of relaxation and enjoyment after years of hard work, but it also brings new challenges, particularly when it comes to healthcare costs. As we age, medical expenses tend to increase, and without proper planning, these costs can quickly become a burden. In this comprehensive guide, we will explore the various factors...Read More

We carefully build a portfolio of investments with the combined experience and education of our in-house investment committee plus two different research teams: Athena Invest and iMGP, (formerly known as Litman Gregory). The academic research shows: More than 90% of the variability of an investment portfolio is due to asset allocation. The average return for...Read More

Facilitating Important Family Conversations (Part 1) Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. As Shawn says, legacy is often discussed but rarely acted upon. Shawn shares:How legacy is not quantitative, it is not measured in dollars. A legacy is...Read More

Uncle James passed away a few years after becoming our client. With James, and all of our clients, we follow a slow, get-to-know-you process: Our discovery process Financial planning Asset allocation and portfolio maintenance Because we take it slow, we get to know our clients at a meaningful level. We talk with our clients as...Read More