Category

Estate Planning

A&I Financial Services

  Every May and June, families across the U.S. celebrate a major milestone: high school graduation. For many, it’s a season filled with pride, excitement, and maybe a little disbelief that the kids who got carpooled to so many soccer practices are now legally adults. But turning 18 changes more than a person’s graduation status....
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What if the best Father’s Day gift for the man who ‘has it all’ isn’t something he receives, but the clarity and plan he needs to give back to those he loves? This Father’s Day, you may be considering a gift that makes a larger impact than ever before. For many fathers and grandfathers, the...
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  Written by Cameron Morgan. Read more about her here. How should I organize my financial documents and accounts? Ahh, Daylight Saving Time. Thanks to our cellphones and computers, we don’t have to manually advance the hands of physical clocks as frequently – many of our clocks adjust automatically at 2 a.m. on the second...
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