A&I Financial Services

Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...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

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

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...Read More