A&I Financial Services

Halloween is here! Let’s make it real. Here are The Top Five Regrets of the Dying, written by Bronnie Ware in 2009.  Our friend Annalee Kruger has spent more than 30 years as a professional caregiver and is now an instructor to caregivers, as well as financial planners like me. Regrets of the dying: I...Read More

Uncle James passed away a few years after becoming our client. With James, and all of our clients, we follow a slow, get-to-know-you process: Our discovery process Financial planning Asset allocation and portfolio maintenance Because we take it slow, we get to know our clients at a meaningful level. We talk with our clients as...Read More

Recently, our expert network team discussed a best-selling book, Die with Zero, by Bill Perkins. This is the first in a series of podcasts about leaving a legacy. I hope you enjoy listening to them! You can catch us anywhere you listen to podcasts: Apple, Spotify, YouTube, and more. Bill Perkins book argues that we...Read More

When someone passes away, the surviving loved ones have a lot of work to do. With our decades of experience, we have created three checklists to simplify matters and reduce the stress. What to do when a loved one dies Family financial album Preparing for the end-of-life workbook Read on for links to the digital...Read More

Read this Periscope for a quick introduction to the Lunch & Learn given by Kim Callinan, President of Compassion and Choices and national expert on how to create an elegant and dignified end-of-life plan. If you allow your loved ones to avoid a conversation about their end-of-life plan, you are making their journey more difficult...Read More

Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!).   Kim is an end-of-life doula....Read More