A&I Financial Services

For business owners, fostering a positive and inclusive workplace isn’t just about doing what’s right—it can also be a strategic investment in your company’s long-term value. Diversity, Equity, and Inclusion (DEI) initiatives can enhance company culture, promote innovative thinking, and increase employee engagement, making your business a stronger growth asset in your financial portfolio. In...Read More

Let’s face it. The world is now hyper-connected making it easier to forget that our personal information is constantly at risk. Every time we use a credit card, browse the internet, or even post on social media, we leave a digital trail that cybercriminals can exploit. A recent seminar, led by cybersecurity expert Chad Swats,...Read More

Cybercriminals are becoming increasingly sophisticated in their methods to steal sensitive information, and the investment world remains a prime target. Two prevalent scams that we, at A&I Wealth Management, unfortunately see investors targeted with are phishing and spoofing. These scams can have devastating consequences, leading to significant financial losses and identity theft if you’re not...Read More

Rory, a recently retired pensioner, had always prided himself on her meticulous planning. He’d budgeted for travel, hobbies, and even the occasional splurge. However, a series of unexpected events threw his carefully crafted retirement plan into disarray. A sudden health scare resulted in mounting medical bills, far exceeding his insurance coverage. Meanwhile, his once-reliable pension...Read More

Starting out with investing as a young person is one of the smartest financial moves you can make. The earlier you begin, the more time you have for your money to grow through the power of compound interest. Whether you’re just entering the workforce or are already on your way to building wealth, these ten...Read More

In a recent Lunch and Learn session hosted by A&I Wealth Management, Cameron Morgan shared invaluable insights on how to organize important documents using the “Wealth and Well-Being Album.” This simple yet powerful tool ensures your loved ones can easily access crucial information when they need it most. Cameron emphasized that this isn’t about perfection,...Read More

In a recent podcast by The Expert Network, we shared that a 2024 Supreme Court ruling might invalidate the entire “non-compete” argument entirely. Initially, we asked, “Are non-compete agreements now federally illegal?” A recent law issued by the Federal Government may have made it impossible for employers to limit their former employees from competing with...Read More

Tax season often feels like a frantic scramble to gather documents and meet deadlines. However, for those seeking to optimize their financial well-being, tax planning should be an ongoing process, not just an annual event. At A&I Wealth Management, we believe proactive tax planning is key to minimizing your tax burden and maximizing your financial...Read More

Choosing the right financial planner is a crucial decision that can significantly impact your long-term financial well-being. This person will be your trusted partner in navigating complex financial matters, helping you make informed decisions about your investments, retirement planning, tax strategies, and more. To ensure you’re partnering with someone who is not only qualified but...Read More

Running a business can be a thrilling roller coaster ride, filled with highs, lows, and unexpected twists. But amidst the chaos, one crucial question often arises when our advisors at A&I Wealth Management discuss business ownership with our clients: Can I navigate this complex financial landscape alone, or do I need a CFO by my...Read More