A&I Financial Services

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...Read More

Let’s begin with Margaret, a retired entrepreneur in her late seventies, who had built a remarkable life with her successful ski store in Aspen. Her mountain estate was a testament to her hard work, but as the years passed and her health declined, she found herself increasingly reliant on her longtime housekeeper, Elena. Elena, initially...Read More

“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1 Early retirement would be nice Retirement can be the opportunity of a lifetime to achieve...Read More