A&I Financial Services

Recently, Chad Harmon and Karl Frank delivered a quarterly investment update. We rely on the research of iM Global Partners (iMGP) for our economic and investment outlook. For a more complete commentary, click here to open a PDF file or click below to watch the movie.   Right now, investors are optimistic, especially regarding Artificial...Read More

We rely on the research of iM Global Partners (iMGP) for our economic and investment outlook. For a more complete commentary, click here to open a PDF file. iMGP believes a recessionary bear market is the most likely outcome over the next 12-months. But, as they extend the time horizon over the next five to...Read More

Many people ask, should I name my trust as beneficiary of my IRA? The answer is, it depends. Read this Periscope for a quick summary and click the link to learn more details, and to understand the IRS rules around inheriting an IRA*. Advantages of Trust as Beneficiary One big advantage of the trust as...Read More

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Learn a little more about why we are optimistic about international investing today. Andrew Goodwin from Oldfield Partners spoke...Read More

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Read this Periscope to watch the recording movie and learn a little more about why we are optimistic about...Read More

Many people inherit an Individual Retirement Account (IRA). However, inheriting an IRA is not as easy as inheriting money outright. Read this Periscope to learn more about the IRS rules around inheriting an IRA*. And keep your eyes open for other Periscopes on what happens when someone inherits a spouse’s IRA. Advantages of an Inherited...Read More

Inheriting a spouse’s IRA gives you a few more options than otherwise. Read on to get an overview, click the links to read more details, and talk with your financial planner! Spouse’s Choice A surviving spouse may choose to make the inherited IRA their own. Only a spouse, and no other person, can make the...Read More

Three tips for millennials who want to build a strong financial future.Read More

 Read this Periscope for a quick summary of tips about how to create secure passwords that you will remember, and bad guys cannot hack. Use a password software. A password software is one place where you store all your passwords. This way, you only need to remember one password–the one you need to get into...Read More

Read to learn how we simplify the complex decision of choosing a Medicare plan. Also check out our Healthcare Costs in Retirement and Health Insurance and Healthcare Expense Management. You have three big decisions to make: Age 65, start Medicare Part A (even if you do not plan to use Medicare yet). When you are...Read More