Financial planning blog

Timely and free financial planning advice

From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling

From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling Have you ever wished you could capture the wisdom and stories of your elders before it’s too late? As we age, the importance of passing on our experiences and memories becomes more apparent, but the challenges of doing so can seem daunting. Bernie and Zelda...
Read More

Selecting The Right Start Date for Social Security Income: A 6-Step Solution

Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In the previous post discussing common obstacles to knowing when you should start Social Security, we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many of others face...
Read More

Selecting The Right Start Date for Social Security Income: 3 Common Obstacles

Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...
Read More

Financial Planning for Young Adults 

Financial planning advice for millennials and generation Z.
Read More

Investors Wall of Worry and Clouds of Uncertainty

The photo above is created with artificial intelligence (AI). It has a huge wall and, in the background, clouds that either look ominous or promising. In my opinion, the wall is ugly and the sky is beautiful. What do you think?  Let's spend a few minutes on each of these images, the wall and the...
Read More

Wealth and Wellbeing Album

A great resource for you to help your loved ones at the end of your life, and after you pass away.
Read More
Recent Investment Commentary

2024 Q1 Investment Market Commentary

Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...
Read More
1 2 3 34

Unique and professional financial advice

Our wealth management approach may be different from experiences you have had with other advisors.

How A&I Might Help You

Financial planning resources

Learn some of the ways we communicate with, and educate our clients about, financial planning, investments and other important topics.

View Latest Financial Planning Resources

Join an event in-person or via Zoom

We offer a broad array of events that broaden your knowledge and experiences.

View All Events

How can we help?

Chat in-person during regular business hours or fill out the form!