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Financial Planning

A&I Financial Services

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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Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In the previous post discussing common obstacles to knowing when you should start Social Security, we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many of others face...
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Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...
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Recent Investment Commentary
Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...
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If you are anything like me, you are ready to put the year 2022 behind you and are looking forward to a fresh start in 2023! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...
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woman listening to podcast
You asked for a podcast, and our Expert Network Team has delivered!  Over the last two years, we’ve published over fifty episodes.  Check them out here (and be sure to subscribe to get updates!). Subscribe to the Podcast You can stream the podcast on Apple or Google Podcasts. Or, listen to the Expert Network Team...
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Water all around the world is lower than it used to be, and amazing discoveries are being made. Check out this graphic from Statista to see just a few of the miraculous and macabre history being uncovered! Recent history for investing Sometimes, when we look at the past, we get nostalgic. We think, “Life was...
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A graduating college student with her family
When student loan payments were paused in March 2020, many people wondered what would ultimately become of their debt. Now, almost three years later, the White House has announced a plan of to forgive many student loans. Now that things are getting into motion, people who attended college (and their loved ones!) suddenly have very...
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Karl and the rest of the hiking crew on Mt. Rainier
Read this Periscope for the sequel to my musings from the trail, while I was summiting the highest mountain in the state of Washington a few weeks ago. Relationships Are Awesome On this ten day mountaineering journey, climbing Mt. Baker and Mt. Rainier, our seven civilians and three guides became fast friends. We came from...
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couple smiling over finances
Read this Periscope to learn more about one interesting benefit of having a financial planner that you might not have thought of before: mental health. Also, scroll down to link to thoughts about inflation, the economy and the death of the 60/40 portfolio. For many people, money is a source of stress and anxiety. This...
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