Financial planning blog

Timely and free financial planning advice

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...

AI cybersecurity solutions – Simplifying protection for digital safety.

December 10, 2024

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...

Illustration representing diversity, equity, and inclusion (DEI) benefits in the workplace

December 9, 2024

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...

Safeguard Your Personal Information and Investments

November 18, 2024

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,...

Phishing and Spoofing Risks in the Investment World

November 11, 2024

Phishing and Spoofing Scams: Protect Your Investments

Cybercriminals are becoming increasingly sophisticated in their methods to steal sensitive information, and the investment world remains a prime target. Two prevalent scams that we, at A&I Wealth Management, unfortunately see investors targeted with are phishing and spoofing. These scams can have devastating consequences, leading to significant financial losses and identity theft if you’re not...