A&I Financial Services

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!Read More

Thanks to everyone who made it to our annual holiday party. We had a wonderful time showing off our new space and sharing stories with you. We wish you the very best for the new year! Tips for the holidays Keep your spending in alignment with your goals! Inflation has driven up prices and our...Read More

Garrison Keillor jokes: “With cable news, print, news networks, websites, millions of podcasts, we are the most communicative people on earth; it’s no wonder we’re so sick of each other.” Well, here’s to less screen time and more face to face time. We will all feel better when we are together and we laugh a...Read More

We have countless reasons to be thankful in 2023. We are thankful for our health, for our family, for our friends, and for you, our wonderful extended family and friends! Here are three reasons you might want to show your gratitude. Colorado Gives Day Many charities will receive a matching gift if you make a...Read More

If you are interested in how to make lemonade out of lemons, consider talking to your financial planner at A&I about tax harvesting. In many cases, you can offset your gains and save taxes. Importantly, if you have even more losses than taxable gains, you could offset up to $3,000 of income from any source...Read More

Retirees spend money in surprising ways! At a recent lunch and learn, we discussed spending in retirement. Many of us go into retirement hoping to enjoy life, traveling, planning on a life of leisure. You may be surprised at where retirees are actually spending their money! Listen to an expert and see the statistics on...Read More

Halloween is here! Let’s make it real. Here are The Top Five Regrets of the Dying, written by Bronnie Ware in 2009.  Our friend Annalee Kruger has spent more than 30 years as a professional caregiver and is now an instructor to caregivers, as well as financial planners like me. Regrets of the dying: I...Read More

We discuss the three plans everyone needs as we age. 1, a plan for our health, wellness and care. 2, a plan for our end-of-life. 3. An estate plan. Learn ways to improve care, expand your options and empower everyone to achieve “aging on your own terms.”Read More

Family is an Asset Join Nathan Merrill and Jeff Krommendyk as they continue their interview with a special guest who discusses how family is an asset. We can diversify our money, as well as everything that means the most to us.Read More