A&I Financial Services

When Silicon Valley Bank (SVB) failed, it was dramatic. An “A” rated financial company has never disappeared with a few clicks on a cell phone–until SVB in March, 2023.The experts discuss this fearful and precarious news and put it into perspective. Now we have more uncertainty, and more confidence, at the same time! We are...Read More

Karl Frank, CFP and Nathan Merrill quiz our insurance expert, Jeff Krommendyk, about how much insurance rates are rising, why and what can we do about it?What is happening with insurance rates and why?What can we do about it?Hard markets and soft marketsPutting it all into perspective, and some optimism that this might not last...Read More

Jeff Krommendyk and Nathan Merrill ask Karl Frank, CFP about how rising interest rates affect the investment planning he recommends.What is happening with rates and why?Opportunities for growth and incomeExpected returns and how they matter for advanced tax planningA little bit about mutual funds and taxes and returnsSequence of returnsInflation, interest rates and…What recession? Who...Read More

Karl Frank, CFP and Jeff Krommendyk, ask Nathan Merrill about how rising interest rates affect advanced financial planning tools that he recommends.What is happening with rates and why?How do various charitable plans affected by rising rates?Which tax and charitable strategies are better today?What about changes in the US Federal Government and how does they affect...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

At the end of 2022, Congress passed more than 90 changes to the tax laws. This podcast will cover the biggest changes that affect the largest number of individuals and families. Nathan Merrill tax attorney, interviews Karl Frank, CFP and discuss:New rules around required distributionsIRAs and 401k plan changesTax brackets and deductionsNew benefits for education...Read More

Karl Frank, Nathan Merrill, and other team members discuss the latest legislation on the various forms of marijuana use and its regulations, the limitations of drug testing, and other things employers need to know about how the legislation can affect their workplace policies.Read More

Learn more about Loren’s services and get your free start up kit at https://www.businesssuccesssolution.com/package/  Read More

Learn more about Loren’s services and get your free start up kit at https://www.businesssuccesssolution.com/package/  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