A&I Financial Services

Tax season often feels like a frantic scramble to gather documents and meet deadlines. However, for those seeking to optimize their financial well-being, tax planning should be an ongoing process, not just an annual event. At A&I Wealth Management, we believe proactive tax planning is key to minimizing your tax burden and maximizing your financial...Read More

Choosing the right financial planner is a crucial decision that can significantly impact your long-term financial well-being. This person will be your trusted partner in navigating complex financial matters, helping you make informed decisions about your investments, retirement planning, tax strategies, and more. To ensure you’re partnering with someone who is not only qualified but...Read More

As parents, watching our children grow up and head off to college is a bittersweet experience. On the one hand, we’re filled with pride at their accomplishments and excited for the adventures that await them. On the other hand, it’s natural to feel a sense of loss and uncertainty as we navigate the transition to...Read More

Martha, a vibrant woman who had enjoyed a long and fulfilling life, found herself facing a new reality as she aged. While still in good health, she was determined to plan for her future with the same intentionality she’d brought to every other aspect of her life. Martha’s goals were simple yet profound: Avoid burdening...Read More

Let’s begin with Margaret, a retired entrepreneur in her late seventies, who had built a remarkable life with her successful ski store in Aspen. Her mountain estate was a testament to her hard work, but as the years passed and her health declined, she found herself increasingly reliant on her longtime housekeeper, Elena. Elena, initially...Read More

We are excited to celebrate a significant milestone—our 100th podcast episode! This incredible achievement wouldn’t have been possible without the support of our dedicated listeners. In this special episode, The Expert Network team, including Karl Frank, CFP, of A&I Wealth Management, reflects on our favorite podcasts and the invaluable lessons learned and shared with our...Read More

Have you ever wished you could bottle up the wisdom and life experiences of your elders? You’re not alone. As financial planners at A&I Wealth Management, we understand that a family’s legacy is far richer than just financial assets. It’s the stories, values, and traditions that truly shape future generations. That’s why we believe capturing...Read More