A&I Financial Services

Many people ask, should I name my trust as beneficiary of my IRA? The answer is, it depends. Read this Periscope for a quick summary and click the link to learn more details, and to understand the IRS rules around inheriting an IRA*. Advantages of Trust as Beneficiary One big advantage of the trust as...Read More

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Learn a little more about why we are optimistic about international investing today. Andrew Goodwin from Oldfield Partners spoke...Read More

Social Security Retirement Income (SSRI) provides a safety net for Americans. SSRI is also divisive–many people feel like it won’t be around when they need it! Read on to learn about how much SSRI pays, to whom, and a high-level overview of how it works. Did you know that in the year 2022: The average...Read More

We carefully build a portfolio of investments with the combined experience and education of our in-house investment committee plus two different research teams: Athena Invest and iMGP, (formerly known as Litman Gregory). The academic research shows: More than 90% of the variability of an investment portfolio is due to asset allocation. The average return for...Read More

When someone passes away, the surviving loved ones have a lot of work to do. With our decades of experience, we have created three checklists to simplify matters and reduce the stress. What to do when a loved one dies Family financial album Preparing for the end-of-life workbook Read on for links to the digital...Read More

If you are anything like me, you are ready to put the year 2022 behind you and are looking forward to a fresh start in 2023! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...Read More

We’re excited to announce that A&I Financial Services is moving to a new location in Lone Tree, Colorado on December 29th, 2022.  Our new location is less than a mile from our current location in the Meridian office park. 9605 S Kingston Ct. #190 Lone Tree, CO 80112 Construction is well underway! We invite you...Read More

Recently, Shelly Slocum spoke to us about ways to overcome life’s challenges. The author of Love and Inspiration from Mom, Shelly provides insight and experience you or someone you love may find helpful (you can see our recording of the event here!). Shelly is a cancer survivor and mother who helped her daughter survive her...Read More

On August 30th, join Shelly Slocum, author of Love and Inspiration from Mom, in our office or via Zoom. We will get some uplifting and fun insights into overcoming challenges in life. Shelly Slocum faced a huge challenge when her daughter went through a series of devastating, traumatic events. Shelly combined her love of self-help...Read More

This week, I have some tips for our clients to make your investment experience a little less painful while the investment world goes through turmoil. 1. Go Mobile The first way to make your investment experience easier is to access your accounts, financial plans, and get in contact with your financial planner – all of...Read More