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A&I Financial Services

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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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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