Financial planning blog

Timely and free financial planning advice

AI Tax Optimization Strategies for Smart Tax Planning

March 4, 2025

Preparing for Tax Season: How to Stay Ahead and Maximize Savings

As financial planners, we know that tax season can feel overwhelming, whether you’re filing as an individual or a business owner. But with the right approach, you can reduce stress, stay organized, and even uncover valuable savings opportunities. The key? Start early, stay informed, and work with the right professionals to ensure your financial strategy...

AI pendulum of emotions—investment lessons for investors

February 23, 2025

The Pendulum of Emotions: Lessons for Investors

Emotions are a powerful force in our lives, often swinging like a pendulum between optimism and despair. When things go well, we celebrate—but with restraint, recognizing the effort that led to success. When things go poorly, however, our reaction can be overwhelming, fueled by surprise and disappointment. This pendulum of emotions is hard-wired into human...

Safeguard your financial legacy with experienced advisors in Denver.

February 16, 2025

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...

AI-powered cybersecurity to protect financial assets and identity.

February 9, 2025

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...

February 3, 2025

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,...

Karl Frank, financial planner at A&I Wealth Management

January 20, 2025

A&I Wealth Management Press Release for Eileen Sharkey Award

Karl Frank, CFP® of A&I Wealth Management Honored with Prestigious Eileen Sharkey Award Denver, CO — December 16, 2024 — Karl Frank, CFP® of A&I Wealth Management has been recognized as the recipient of the distinguished Eileen Sharkey Award, an honor that celebrates outstanding contributions to the financial planning profession. The award commemorates the legacy...

Financial planner for business owners supporting business growth

January 20, 2025

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...

Protective strategies to mitigate cyber liabilities – AI-driven security insights

January 13, 2025

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...

AI: History in the Making – A Journey Through Innovation and Progress

January 6, 2025

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...