A&I Financial Services

Retirement May Mean Retirements–Plural!In today’s world, the idea of retiring from work and never returning is less popular than it used to be. Many of our clients and friends are switching up the work they do instead of quitting. Some of them take off work for a year or several years, and then go back...Read More

From March, 2021, learn about the forecasts our research team was making at that time. Subject includes the US debt and payments on that debt. What could it mean for our equity portfolios?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

Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...Read More

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

Women face unique financial problems. The pandemic wiped out the plans for many women. Women are choosing to leave the workforce in order to provide the child-rearing and other caregiving needs of their family. Other women are working at home and attempting to balance more house work, more demands made with childcare, more demands from...Read More