A&I Financial Services

  “How do we ensure that our kids leave the nest equipped not just to survive the real world, but to truly thrive as financially confident and independent adults?” 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...Read More

  “As we or our parents grow older, how do we ensure that the transition into the next stage of life is defined by autonomy and dignity, rather than crisis and confusion?” Martha, a vibrant woman who had enjoyed a long and fulfilling life, found herself facing a new reality as she aged. While still...Read More

How can I protect my wealth and lifestyle in retirement? 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...Read More

We are excited to celebrate a significant milestone—our 100th podcast episode! This incredible achievement wouldn’t have been possible without the support of our dedicated listeners. In this special episode, The Expert Network team, including Karl Frank, CFP, of A&I Wealth Management, reflects on our favorite podcasts and the invaluable lessons learned and shared with our...Read More

Have you ever wished you could bottle up the wisdom and life experiences of your elders? You’re not alone. As financial planners at A&I Wealth Management, we understand that a family’s legacy is far richer than just financial assets. It’s the stories, values, and traditions that truly shape future generations. That’s why we believe capturing...Read More

UPDATED: August 12, 2024 I share some of the insights from our investment research team at IM Global Partners during the Q2 Investment Market event. Their “base-case view” is for the economy to continue growing, slowing, for inflation to grind lower and for equities to continue to do well. IMGP believes inflation has peaked and...Read More

From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling Have you ever wished you could capture the wisdom and stories of your elders before it’s too late? As we age, the importance of passing on our experiences and memories becomes more apparent, but the challenges of doing so can seem daunting. Bernie and Zelda...Read More

Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In a previous post discussing common obstacles to knowing when you should start Social Security Retirement Income (SSRI), we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many...Read More

Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...Read More