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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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A change in your mindset during retirement may drive changes to your portfolio.
Learn about the latest sport to sweep the nation with this informative article.
Learn about the rise of Impact Investing and how it may benefit you.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
When you retire, how will you treat your next chapter?
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are thousands of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn about cyber liability insurance in this entertaining video.