A&I Financial Services

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...Read More

Life Transitions Create Big Emotions When life changes, our emotions go up. And money usually increases the stress we are already feeling! Changes include: Career change or other employment-related changes        Retirement       Divorce       Death in the family       Sale of a business       Marriage       Children-related: births, kids leaving home, etc.       Financial—inheritance, windfall, etc. Money usually increases the drama of things! Importantly, the stress is real...Read More

So you have intellectual property, what do you do now? Learn the steps to get your property protected. Learn how to keep your property protected. Learn about the USPTO and ways to avoid problems, like abandonment. Learn about the cease and desist letter. Learn how to protect your brand, learn about consumer protection. What does...Read More

Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...Read More

Lauren Cammarata Snow, attorney with Goodspeed and Merrill, teaches the experts about intellectual property. Learn the two types of IP and the differences between hard and soft IP. Learn the value and the purpose of patents, trademarks and copyrights. Laugh as you learn about why a patent is more than a feeling. Learn about what...Read More

Retirement May Mean Retirements–Plural!In today’s world, the idea of retiring from work and never returning is less popular than it used to be. Many of our clients and friends are switching up the work they do instead of quitting. Some of them take off work for a year or several years, and then go back...Read More

From March, 2021, learn about the forecasts our research team was making at that time. Subject includes the US debt and payments on that debt. What could it mean for our equity portfolios?Read More

Cameron Morgan with A&I Financial Services and the experts share our own stories. Learn how we are paying, or already paid for, our kids’ college educationsRead More

Cameron Morgan with A&I Financial Services explains to the experts some great info about how 529 plans really work.Read More