A&I Financial Services

If you have Medicare, you may already know that different medicines are covered by different Medicare plans. Some medicines may not be covered at all. And, plans may change year over year. This can be complicated!   The good news is that the Medicare.gov website has an impressive tool to help you choose which plan...Read More

Investors often ask, “When is the right time to enter the market?” Often, the best answer is now.Read More

On September 7th, 2023, live in person or live via Zoom at 11:30 we had an expert on Medicare teach us about Medicare. Learn the rules and how to choose the best coverage for your situation. Understanding Medicare can seem stressful, but our speaker makes it easy to understand. As the diagram shows above, you...Read More

Social Security Retirement Income (SSRI) provides a safety net for Americans. SSRI is also divisive–many people feel like it won’t be around when they need it! Read on to learn about how much SSRI pays, to whom, and a high-level overview of how it works. Did you know that in the year 2022: The average...Read More

We carefully build a portfolio of investments with the combined experience and education of our in-house investment committee plus two different research teams: Athena Invest and iMGP, (formerly known as Litman Gregory). The academic research shows: More than 90% of the variability of an investment portfolio is due to asset allocation. The average return for...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

  What a year it has been! It’s hard to pick the most distinctive moment of this year as the economy has been unexpectedly rocky, due to both domestic and international events. All along, we’ve published our weekly Periscope to provide up-to-date commentary on the latest twists and turns relative to your portfolio and long-term...Read More

With so many investments down in 2022, we at A&I are working harder than ever to make prudent long-term investment decisions in our client’s best interests. Among the work we are doing is to go out and visit the mutual fund and other investment managers who we work with. This year, I have visited with...Read More

Join us for a chance to talk with Shelly Slocum, author of an Amazon #1 New Release book, Love and Inspiration from Mom.  Shelly will share her publishing journey and how she was able to turn her family’s lemons into a top-selling book with the foreword written by Jack Canfield, co-author of the Chicken Soup...Read More