A&I Financial Services

Karl Frank, CFP, and Nathan Merrill discuss the recession. It is important for business owners, executives and managers to remain positive. Here are some reasons why and how! What makes the news is not what matters Recessions are usually mild Business owners have more choice and control than many people about how the recession affects...Read More

Karl Frank, CFP and Nathan Merrill discuss a couple of real-life horror stories for employers: the underappreciated risks of payroll and payroll taxes! Learn what risks you face as a fiduciary for the Federal and State governments Listen to a story about how Karl’s company had payroll, and three months of taxes, stolen…never to be...Read More

Learn more about John Sauer’s free discovery meeting here:   https://www.goodspeedmerrill.com/attorney/sauer-john-paul/Read More

Learn more about John Sauer’s free discovery meeting here:   https://www.goodspeedmerrill.com/attorney/sauer-john-paul/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

Karl Frank, CFP answers questions from Nathan Merrill about the economy and brings a positive perspective to the events of the world. We discuss inflation, interest rates, slowing economy, low unemployment, energy costs and more. With a little different perspective, one can see many of the challenges in today’s world as opportunities. In sum, pessimists...Read More

Karl Frank, CFP listens as Nathan Merrill opens up about some huge challenges he and his company are facing. Business owners of all walks of life face similar challenges, and may benefit from a conversation about: *Circumstances and events that are slowing us down *Catalysts–how big change is often masked as failure. *Management changes, how...Read More

There is no such thing as “one-size-fits all.” In this lively conversation, we provide some practical tips and tricks to motivate the next gen to succeed! In particular, Jeff offers skills and knowledge from his years as a business coach, some of which include: Challenges and advice finding people Testing, training, standardizing are just the...Read More

We start with the definitions, where they come into play, then move onto the bigger questions like: How can we help protect ourselves? What are powers of attorney? How can they help? How can we help our aging parents? How do we get things going if our parents never visited with an attorney? What do...Read More

Special guest Leia Ursery joins Karl Frank, CFP, and Nathan Merrill and provides useful and informative insights into something most of us fear: probate. If you have not had the opportunity to take an estate through probate, you likely dread the process like you might dread the Department of Motor Vehicles. But Leia Ursery will...Read More