A&I Financial Services

Should You Use Net Unrealized Appreciation (NUA) in Your 401(k)? Key Considerations for Company Stock Owners   Should I use net unrealized appreciation for my 401k company stock? If you hold company stock within your 401(k) and that stock has significantly appreciated, you may benefit from a tax strategy known as Net Unrealized Appreciation (NUA)....Read More

When the markets shift or volatility hits the headlines, do you find yourself constantly checking your accounts, or do you have the peace of mind to look away? 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...Read More