A&I Financial Services

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...Read More

Making Our Website Accessible None of us are getting younger. In fact, I have never been older than I am at this exact moment in time. And I often joke that I am not losing my hearing, or my vision, but I do think websites are sometimes hard to read. So, we just rolled out...Read More

Frequently Asked Questions about Retirement Planning Some of the questions that we receive from various folks are fairly common. You may want to visit our web site and see if any of them peak your interests. Here are a few of them: Diversification Read our recent FAQ: Diversification in Investing: Fundamentals, Importance & Why You...Read More

Withdrawal policy helps you be ready for retirement by ensuring that you have the money you need to cover your expenses. It also helps you protect your loved ones by making sure they are not left with a large debt if something happens to you. There are two types of withdrawal policy: mandatory and voluntary....Read More

Paying for college is expensive and difficult! Here are some tips to keep in mind.Read More

The President wants to raise taxes and Congress may be inclined to pass a bill that makes it so. As your personal financial planners, we get asked frequently – is it better to pay taxes now or later? – we will have to help you make decisions before we know the results. Here are some...Read More

Nathan Merrill and Karl Frank CFP discuss some books they have read that have made an out-size impact on their business and personal lives. With the obvious exclusion of the religious and political categories, we dive into educational and historical books that make an impact. Learn and laugh along side of two of our experts...Read More

How High Income Earners can Contribute to a Roth IRA Read more about what some people call a back-door Roth IRA contribution. NOTE: This may go away!   Peter Thiel has a $5 Billion Roth IRA Recently, one of the founders of Paypal, among other successful technology companies, made the news with the size of...Read More

A simple plan that may help any person go tax free with a Roth, regardless of income. Plus, there is a hidden benefit for older folks and people with a higher income. So let’s dive in.Read More

In the second of the two-part podcast, Karl Frank and Nathan Merrill discuss practical ideas for keeping a company together when we are physically kept apart. We discuss fun twists on easy things like lunches, happy hours and fun Zoom meetings. We discuss going all the way and hiring a Company Culture Officer. We talk...Read More