A&I Financial Services

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

Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.Read More

If you have Medicare, you may already know that different medicines are covered by different Medicare plans. Some medicines may not be covered at all. And, plans may change year over year. This can be complicated!   The good news is that the Medicare.gov website has an impressive tool to help you choose which plan...Read More

Investors often ask, “When is the right time to enter the market?” Often, the best answer is now.Read More

On September 7th, 2023, live in person or live via Zoom at 11:30 we had an expert on Medicare teach us about Medicare. Learn the rules and how to choose the best coverage for your situation. Understanding Medicare can seem stressful, but our speaker makes it easy to understand. As the diagram shows above, you...Read More

Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...Read More