A&I Financial Services

Learn the answers to common questions about investing during election years.  * Which political party has been better for investors? (start at 7 min) * What typically happens to equities in an election year? (start at 9 min) * Which sectors have done best in an election year? (start at 16 min) * What mistakes...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

This is a great time to be a long-term investor, but if you are looking short-term, 2023 might have been a difficult year for you! Investments, by and large, ended the year with gains. The majority of these gains happened quickly, and came from a few investments. Artificial Intelligence sent the shares of a few...Read More

In the dynamic world of personal finance, the prospect of investing a substantial sum, such as $1 million dollars, demands a strategic and well-informed approach. This comprehensive guide aims to provide a detailed roadmap for individuals looking to optimize their wealth through a series of thoughtful investment decisions. From assessing financial goals to exploring diverse...Read More

As we stand on the brink of a new year, the time is ripe to reassess and elevate our financial aspirations. Setting well-defined and meaningful financial goals is the first step toward potentially securing a robust and prosperous future. In this comprehensive guide, we delve into the top 10 financial goals for 2024, providing you...Read More

Smart Money Moves: Real Estate Financial Planning Tips You Can’t Miss In the realm of real estate investments, strategic financial planning is the bedrock upon which successful ventures are built. This in-depth exploration unveils indispensable tips and tactics that astute investors must incorporate into their financial planning toolkit to navigate the complex landscape of real...Read More

Baron Capital is one of the investment managers we use for a large number of client portfolios. The founder, Ron Baron, has a gift. He makes complicated concepts easy to understand. Plus, I kind of like his sense of humor. Hopefully you do too! Here is Ron’s take on inflation during his lifetime. What is...Read More

We are in the thick of the holidays at our homes and with our families. So much joy and chaos! As you visit with family and friends, don’t forget about our second opinion service!  We offer friends and family up to three complimentary financial planning meetings as a service to you, our clients! If anyone...Read More

We are “wrapping up” for the holidays! If you have any last-minute requests from your financial team, please make note that we are going to be heading home for the holidays soon. A few things that happen at the end of the year include: Required minimum distributions. If you are above the minimum age, then...Read More