Financial planning blog

Timely and free financial planning advice

The Wealth Wellness Album: Aligning Your Finances with Your Life’s Goals

At A&I Wealth Management, we believe wealth isn’t just about numbers—it’s about creating a life that reflects your values, dreams, and aspirations. That’s why we’ve developed the Wealth Wellness Album, a personalized tool designed to bring clarity to your financial picture and help align your finances with your life’s priorities. The Wealth Wellness Album is...
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Cybersecurity Essentials: Protecting Your Financial Assets and Family

Cybersecurity for individuals is just as important as it is for businesses. With rising risks from phishing, social engineering, and even car hacking, it’s vital to understand practical ways to protect yourself and your family from cyber threats. Here’s a summary of key strategies to safeguard your financial and personal information: 1. Educate and Communicate...
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Navigating Wealth with Passion: Stacey Frank’s Vision for A&I Wealth Management

At the heart of A&I Wealth Management lies Stacey Frank’s commitment to helping families, small businesses, and individuals navigate life’s financial transitions. As a second-generation leader of the Colorado-based firm, Stacey and her husband Karl have continued the legacy of her parents, Art and Inge, who founded A&I in 1986. What began as a small,...
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Unlocking Success with an Abundant Mindset: Insights from A&I Wealth Management

At A&I Wealth Management, we believe that success isn’t just about strategies or numbers; it’s about mindset. To truly thrive—whether in business, wealth management, or personal development—adopting an abundant mindset is crucial. It’s a philosophy we’ve embraced and refined, enabling our clients to see and achieve futures they never thought possible. Here’s how you can...
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Cyber Liabilities in Business: Protecting Your Financial Assets

In today’s technology-driven world, businesses face a growing range of cyber risks that can jeopardize their financial assets and operational stability. At A&I Wealth Management, we understand that safeguarding your financial future means addressing not just investment strategies, but also the vulnerabilities that come with modern business practices. Let’s explore the critical steps every business...
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A Journey of Purpose: The Story of A&I Wealth Management

At A&I Wealth Management, every decision, every conversation, and every plan starts with one goal: helping people create meaningful lives and retirements they can be proud of. Our story is one of evolution, collaboration, and purpose—a story that began decades ago with a vision and continues to grow stronger every day. The Beginning of Something...
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Protecting Your Financial Future: Cybersecurity Essentials for Every Life Stage

Protecting Your Financial Future: Cybersecurity Essentials for Every Life Stage

Cynthia, a 72-year-old widow, recently found herself dealing with a troubling situation. She’d noticed a few unusual transactions on her bank account—nothing major, but enough to make her uneasy. Uncertain about the details of online security, Cynthia wasn’t sure where to turn. Her late husband had managed their finances, and she felt overwhelmed by the...
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How DEI Initiatives Can Strengthen Your Business as a Growth Asset

How DEI Initiatives Can Strengthen Your Business as a Growth Asset

For business owners, fostering a positive and inclusive workplace isn’t just about doing what’s right—it can also be a strategic investment in your company’s long-term value. Diversity, Equity, and Inclusion (DEI) initiatives can enhance company culture, promote innovative thinking, and increase employee engagement, making your business a stronger growth asset in your financial portfolio. In...
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Did You Know You Could Be Leaving Your Digital Door Wide Open?

Let’s face it. The world is now hyper-connected making it easier to forget that our personal information is constantly at risk. Every time we use a credit card, browse the internet, or even post on social media, we leave a digital trail that cybercriminals can exploit. A recent seminar, led by cybersecurity expert Chad Swats,...
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