Financial planning blog

Timely and free financial planning advice

May 5, 2025

Go Tax-Free for a Charity: How Strategic Giving Can Transform Your Finances and the World

What are the best strategies for charitable giving to reduce taxes? Lily had always been passionate about supporting her community, from local shelters to environmental causes. As her wealth grew, so did her desire to make a significant, lasting impact. But as tax season approached, she began to wonder: Is there a way to give...

$Person reviewing tax documents with financial advisor to plan for next year$

April 27, 2025

How to Recover from Tax Season and Prepare for Next Year

“What should I do after tax season to reduce my tax burden next year?” Tax season can feel overwhelming, even for the most organized individuals and business owners. Whether you faced an unexpected tax bill, missed deductions, or simply felt the stress of last-minute filing, now is the perfect time to reflect and prepare for...

Karl Frank, CFP, hosting investment and market update session in Denver.

April 23, 2025

Q1 Investment Market Update

Summary – Q1 2025 Investment Commentary Markets saw sharp volatility in Q1 2025. U.S. stocks corrected twice, impacted by heightened geopolitical tensions and an aggressive tariff announcement from President Trump — pushing tariffs to levels not seen in over a century. Despite this, foreign equities and bonds provided a silver lining, highlighting the importance of...

Founders of A&I Wealth Management, Art and Inge Rewinkel, pioneers in personalized financial planning

April 20, 2025

The Story Behind A&I Wealth Management: A Legacy of Trust and Innovation

“Inspiring stories of women breaking barriers in the financial industry” Inge Rewinkel never imagined she would become a trailblazer in the financial industry. But alongside her husband, Art, she co-founded A&I Wealth Management, building a company that has helped countless families secure their financial futures. Their journey—rooted in dedication, resilience, and a commitment to client...

Investor reviewing portfolio with financial advisor to avoid emotional investing decisions

April 13, 2025

Emotional Investing: How to Avoid Impulse Decisions in Uncertain Times

“Should I sell my investments when I’m feeling anxious about the market?” John sat at his kitchen table, staring at his investment portfolio. The news was on in the background—another crisis, another market dip, another reason to panic. He had worked hard to build his savings, but the fear of losing it all made him...

Navigating financial plan during stock market volatility

April 6, 2025

Navigating Market Uncertainty: What You Can Control in Your Financial Plan

“How can I protect my retirement savings during market volatility?” Mark sat at his desk, staring at the latest market update. Another volatile day. Another wave of anxiety. He had done everything he thought was right—saved diligently, diversified his investments, and planned for retirement. But now, with headlines screaming about inflation, tariffs, and fears over...

AI Exit Planning Readiness Survey for Business Owners

March 30, 2025

Planning Your Business Exit: Sheryl’s Success Story

After years of dedication, Sheryl built a business she loved, one that held significant value and provided stability for her employees. But as life evolved, so did her priorities. With an elderly mother needing more care and grandchildren growing up quickly, Sheryl realized it was time for a change. She wanted to transition out of...

Ladies Take Control of Your Financial Future – Women Wealth Management

March 23, 2025

Empowering Women Through Wealth Management: Taking Control of Your Financial Future

Women are taking charge of their financial futures like never before. Whether you’re building a career, managing a household, navigating life changes, or planning for retirement, having a strong wealth management strategy is key to achieving financial security and independence. At A&I Wealth Management, we are committed to helping women take control of their wealth...

Chad Harmon, Financial Advisor at A&I Wealth Management

March 16, 2025

Navigating Financial Success with Chad Harmon of A&I Wealth Management

Having a guide to navigate the complexities of wealth management is invaluable. For Chad Harmon, a partner and wealth manager at A&I Wealth Management, being that guiding force is more than just a profession—it’s a passion. A Personal Financial Advisor for Clients Chad and his team at A&I Wealth Management see themselves as more than...