A&I Financial Services

Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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