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Financial Advice Services

A&I Financial Services

What makes a successful retirement? More than money!  Dr. Michael Finke is a researcher who speaks around the country about financial planning. His research shows there are three pillars to happiness in retirement: Money Health Relationships Dr. Finke’s unique perspective argues that we ought to invest in each of them. Money Retirement is more than...
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“I want to make an investment in real estate, but I don’t know how it would affect my financial plans.” So begins many conversations at A&I Wealth Management. We help you align your investments with your values, goals and relationships. Real estate is often a big part of that decision. And, as we age, our...
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Retirees spend money in surprising ways! At a recent lunch and learn, we discussed spending in retirement. Many of us go into retirement hoping to enjoy life, traveling, planning on a life of leisure. You may be surprised at where retirees are actually spending their money! Listen to an expert and see the statistics on...
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You may live to 100. In fact, a researcher at Stanford predicts that someone alive today may live to 200! In the link below, you will see a summary of research from Stanford University calling for action and change in America. I hope you find the ideas provocative. Some of them you might even find...
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For Gen Z and Millennials, the lack of budgeting has left them feeling anxious about their financial goals. According to a 2020 NerdWallet study, 83% of Gen Zers and Millennials have experienced regret about their spending decisions. Even though budgeting may seem daunting at first, with the help of a financial planner, Gen Zers and...
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couple planning together
When the pandemic first started, the phrase “unprecedented times” seemed to be everywhere –  in every article, video, or announcement – as everyone’s lives were collectively disrupted. “Unprecedented” was, in fact, an accurate term. Unfortunately, it was not the first or last time in our lives that we will face unprecedented times – think about...
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woman listening to podcast
If you can get a young adult started now, you can help them build a great foundation of solid financial habits. Here are a few principles that you can teach:
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Teaching Younger Generations Financial Stewardship
It is a well-known fact that millennials face unique challenges in their lives. They have to spend more money on housing and rents than their predecessors. For example, 73% of New York’s population and 79% in San Francisco would attest to this, according to the U.S. Census Bureau and Zillow. While it’s true that low...
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Grandparents are in a unique position to help their grandchildren when they have their own financial plans in place. So, the first tip...
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Roth IRA vs Traditional IRA
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.
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