A&I Financial Services

From 2020, changes to taxes and investment planning after passage of the CARES Act.Read More

Without money, we would never have experienced Monet. A very brief story about Monet's relationship with money.Read More

From 2019, a timeless lesson in investing for the long-haul, risk tolerance and the power of compoundng interest.Read More

Learn what we were thinking about investing in bonds when interest rates were at all time lows.Read More

Worried about investing? Take a hike! If I can trust somebody out there—at that level—then I have made a huge step forward in entrusting your money with them as well.Read More

Two of the more recent hot investment ideas in the year 2019 are marijuana and Unicorns/IPOs.Read More

Your fact-filled list of 29 surprising reasons to use a 529 college savings plan.Read More

Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3) On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot...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