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Financial Planning

A&I Financial Services

Making Our Website Accessible None of us are getting younger. In fact, I have never been older than I am at this exact moment in time. And I often joke that I am not losing my hearing, or my vision, but I do think websites are sometimes hard to read. So, we just rolled out...
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Frequently Asked Questions about Retirement Planning Some of the questions that we receive from various folks are fairly common. You may want to visit our web site and see if any of them peak your interests. Here are a few of them: Diversification Read our recent FAQ: Diversification in Investing: Fundamentals, Importance & Why You...
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2021 American Family Tax Plan Smaller
Read this Periscope for a summary of the tax proposal to see if the changes affect you. Make sure to share this Periscope with your friends and invite them to contact us if they would like to learn more from an independent fiduciary. Summary of the Proposed Tax Bill in Congress The House Ways and...
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Withdrawal Policy Statement
How do you know if you are prepared for your retirement? New tools make it easier than ever to create a retirement income plan. A&I Financial Services provides a withdrawal policy statement. The financial planners at A&I have over 100 years of combined experience. Using state-of-the-art technology, and our experience, we make it easy for...
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Paying for college
Advice for Parents Who are Paying for College Paying for college is expensive and difficult! Here are some tips to keep in mind. Mike and Kate Mike and Kate came to us having just turned 50. They had enrolled both of their sons in a local private high school that aligned with their values and...
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Pay taxes now or later?
The President wants to raise taxes and Congress may be inclined to pass a bill that makes it so. As your personal financial planners, we get asked frequently – is it better to pay taxes now or later? – we will have to help you make decisions before we know the results. Here are some...
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Nathan Merrill and Karl Frank CFP discuss some books they have read that have made an out-size impact on their business and personal lives. With the obvious exclusion of the religious and political categories, we dive into educational and historical books that make an impact. Learn and laugh along side of two of our experts...
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Roth IRA
How High Income Earners can Contribute to a Roth IRA Read more about what some people call a back-door Roth IRA contribution. NOTE: This may go away!   Peter Thiel has a $5 Billion Roth IRA Recently, one of the founders of Paypal, among other successful technology companies, made the news with the size of...
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Roth IRA to-do list
How to Contribute Money to a Roth IRA Even if You Have a High Income Here’s a simple plan that may help a person tuck away a little money and go tax free. Especially now that tax laws changed for 2020, it becomes even more important to go tax free. And, there is a hidden...
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In the second of the two-part podcast, Karl Frank and Nathan Merrill discuss practical ideas for keeping a company together when we are physically kept apart. We discuss fun twists on easy things like lunches, happy hours and fun Zoom meetings. We discuss going all the way and hiring a Company Culture Officer. We talk...
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