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financial planner

A&I Financial Services

Rory, a recently retired pensioner, had always prided himself on her meticulous planning. He’d budgeted for travel, hobbies, and even the occasional splurge. However, a series of unexpected events threw his carefully crafted retirement plan into disarray. A sudden health scare resulted in mounting medical bills, far exceeding his insurance coverage. Meanwhile, his once-reliable pension...
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Starting out with investing as a young person is one of the smartest financial moves you can make. The earlier you begin, the more time you have for your money to grow through the power of compound interest. Whether you’re just entering the workforce or are already on your way to building wealth, these ten...
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In a recent Lunch and Learn session hosted by A&I Wealth Management, Cameron Morgan shared invaluable insights on how to organize important documents using the “Wealth and Well-Being Album.” This simple yet powerful tool ensures your loved ones can easily access crucial information when they need it most. Cameron emphasized that this isn’t about perfection,...
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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...
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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...
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From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling Have you ever wished you could capture the wisdom and stories of your elders before it’s too late? As we age, the importance of passing on our experiences and memories becomes more apparent, but the challenges of doing so can seem daunting. Bernie and Zelda...
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salary increase
Read this post for 8 good ideas and 3 bad ideas for what to do with a bonus, or other influx of money. Recently, I published an article for the CFP Board of Standards. I thought I would add some color to the article for our clients. The question was, what should you do with...
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retired couple hiking assets and income financial planning
Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...
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inflation in the market
Read this post for insights into inflation, or the loss of purchasing power, which has become a big deal in 2022. Click HERE to watch a 5 minute excerpt on inflation and interest rates from our recent 2022 market and economic outlook. When I gave the presentation to our clients in January, I could have...
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