A&I Financial Services

In a recent podcast by The Expert Network, we shared that a 2024 Supreme Court ruling might invalidate the entire “non-compete” argument entirely. Initially, we asked, “Are non-compete agreements now federally illegal?” A recent law issued by the Federal Government may have made it impossible for employers to limit their former employees from competing with...Read More

Choosing the right financial planner is a crucial decision that can significantly impact your long-term financial well-being. This person will be your trusted partner in navigating complex financial matters, helping you make informed decisions about your investments, retirement planning, tax strategies, and more. To ensure you’re partnering with someone who is not only qualified but...Read More

Running a business can be a thrilling roller coaster ride, filled with highs, lows, and unexpected twists. But amidst the chaos, one crucial question often arises when our advisors at A&I Wealth Management discuss business ownership with our clients: Can I navigate this complex financial landscape alone, or do I need a CFO by my...Read More

Exiting a business can be as challenging as building one. Yet, with careful planning and execution, it can be an immensely rewarding endeavor, providing financial security, a sense of accomplishment, and the opportunity to start anew. This blog will serve as your comprehensive guide to mastering the art of business exit planning. We’ll explore the...Read More

Karl Frank, CFP and Nathan Merrill discuss the tax law changes that are most likely to affect business owners and other employers. At the end of 2022, Congress passed more than 90 changes to the tax laws and many of these affect employers, especially with retirement plans.Roth-a-mania, many new rules around after-tax retirement plans, most...Read More

Planning for the future is essential for any business, but it can be difficult to know where to start. After you have a business financial plan, then you can start to implement some of the strategies. This article provides a Quick Start to financial planning for a business. A business owner’s personal financial plan starts...Read More

Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill discuss what we are reading, how we are keeping up with our small businesses. Learn more about the Expert Network Team’s process and free discovery meeting.Read More

Exit Planning Intake QuestionnaireKarl Frank, CFP, Jeff Krommendyk, and Nathan Merrill discuss exit planning. How can you exit your business in style? Answer these seven questions, and you will be off to a good start. Do you know your exact retirement goals and what it should take, in cash, to reach them? Do you know...Read More

We don’t want imagine a retirement like our parents’ retirement. Their employer said something like, “give us the best 40 years of your life and we will give you what is left over.” Is there something better? We don’t “remove ourselves from service” like we “retire” an old piece of equipment. No, instead we want...Read More

Consolidated Appropriations Act of 2021 and What it Means for You In Expert Network Team podcast episode 14, Karl and Nathan Merrill, attorney at Goodspeed and Merrill, discuss the most recent tax reform passed through Congress at the end of 2020. Many people know about the $600 sent to families. But we discuss other details...Read More