A&I Financial Services

The Roth 401k is a great way for people to go tax free! Roth 401k plans have been around for over a decade but are widely misunderstood. Instead of just growing your money for retirement in a tax-deferred 401k, you could grow it in a Roth 401k and never be taxed again! The rules for...Read More

Please join Nathan S. Merrill, Esq., of the law firm Goodspeed & Merrill, as he discussions with Jeff Krommendyk of Security First Insurance Agency the in’s and out’s of personal insurance coverages, including auto, home, and umbrella insurance policies and the specific uses and applications.Read More

Today’s headlines are stressful. Equity markets are full of hope, having recovered from the most recent bear market. You deserve a vacation—or at least a comforting drink and moment to relax. The recent market movements inside your equity investments were dramatic and rare. Equities Can be Terrifying Equities can be terrifying to watch. If you...Read More

From 2020, learn what we saw as big trends in investments.Read More

From April, 2020, learn what we were thinking about investing at this point in time.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

Learn what we were thinking about investing in bonds when interest rates were at all time lows.Read More