A&I Financial Services

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

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!Read More

Thanks to everyone who made it to our annual holiday party. We had a wonderful time showing off our new space and sharing stories with you. We wish you the very best for the new year! Tips for the holidays Keep your spending in alignment with your goals! Inflation has driven up prices and our...Read More

Garrison Keillor jokes: “With cable news, print, news networks, websites, millions of podcasts, we are the most communicative people on earth; it’s no wonder we’re so sick of each other.” Well, here’s to less screen time and more face to face time. We will all feel better when we are together and we laugh a...Read More