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denver financial advisor

A&I Financial Services

If you are interested in how to make lemonade out of lemons, consider talking to your financial planner at A&I about tax harvesting. In many cases, you can offset your gains and save taxes. Importantly, if you have even more losses than taxable gains, you could offset up to $3,000 of income from any source...
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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! Stanford University Center on Longevity suggests that we need to continue learning for the rest of our lives! People who are more highly educated: Gain access to health-improving resources and surroundings, and those advantages accrue...
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By March, about two-thirds of people will have abandoned their New Year’s resolution. Resolutions are tricky things – they often require an investment of time, money, or social capital; and it’s easy to make them too strict (i.e., “I’ll bike every day this year”) or hard to measure (a resolution to “bike more this year”...
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Assessing financial situation
At the end of 2022, Congress passed over 90 new tax laws. One of the most important new rule changes is a change in the requirement to pull money out of your retirement account (IRA, 401k, etc.). The quick and easy way to remember the new rule is to remember the 1950’s. More on this...
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What is your first memory about money? Maybe it’s the sense of pride from earning money for yourself for the first time, your first job, or the excitement of an allowance. It could be the thrill of spending a hard-earned dollar on something at the gas station or the stress of parents fighting over finances....
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Water all around the world is lower than it used to be, and amazing discoveries are being made. Check out this graphic from Statista to see just a few of the miraculous and macabre history being uncovered! Recent history for investing Sometimes, when we look at the past, we get nostalgic. We think, “Life was...
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couple enjoying well-being in retirement
With the end of the U.S. Open also came the end of Serena Williams’ career. She secures her place in history as one of the greatest athletes of all time, retiring with 73 career titles won over 25 years. As Serena notes in a letter explaining her decision to retire, tennis has been her entire...
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A graduating college student with her family
When student loan payments were paused in March 2020, many people wondered what would ultimately become of their debt. Now, almost three years later, the White House has announced a plan of to forgive many student loans. Now that things are getting into motion, people who attended college (and their loved ones!) suddenly have very...
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couple doing finances
“To reduce inflation, you have to squash the perception that we are going to have it.” – Eddy Vataru, Osterweiss Inflation is a self-fulfilling prophecy. If we believe prices will be higher, then producers keep prices higher, and this positive cycle continues. Some related services we provide: Investment Advice Tax and Estate Planning Tax Optimization...
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