Trusted. Personalized. Experienced.
AIP Financial Services is an independent Retirement and Estate Planning firm specializing in the areas of wealth management and preservation, asset protection, tax reduction and wealth transfer and distribution. We are specialists that focus on meeting the special needs of pre-retirees and retirees, helping to solve their financial problems and find opportunities in challenging markets. We are proud of our independence and our commitment to putting our clients’ dreams and values first in everything we do.
Our mission is complex and cumbersome, yet so simple and clear - to manage, protect, preserve and maximize our clients assets, incomes and wealth using the most up to date and revolutionary products, tools, designs and strategies with an unprecedented level of expertise, service and attention.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The History of Retirement
Do you know where the idea of “retirement” comes from?
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here are some simple and inexpensive energy-saving tips that may help you save money.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.