A&I Financial Services

Managed IT Survey This field is hidden when viewing the formNext Steps: Install the Survey Add-OnThis form requires the Gravity Forms Survey Add-On. Important: Delete this tip before you publish the form.How many times per week do you use VMWare in a remote location (not the office)?(Required)Once/week or less2-56-1011-2526+Do you like VMWare?(Required) Yes No Describe...Read More

If you are interested in how to make lemonade out of lemons, consider talking to your financial planner at A&I about tax harvesting. In many cases, you can offset your gains and save taxes. Importantly, if you have even more losses than taxable gains, you could offset up to $3,000 of income from any source...Read More

Retirees spend money in surprising ways! At a recent lunch and learn, we discussed spending in retirement. Many of us go into retirement hoping to enjoy life, traveling, planning on a life of leisure. You may be surprised at where retirees are actually spending their money! Listen to an expert and see the statistics on...Read More

In years past, the election week and week after have been fairly dramatic, either up or down. This year was no exception. If the current uptrend continues, it may end up a bigger increase than any of the charts shown below. (1)                          ...Read More