Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips

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Live events

Client education including lunch and learn

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Upcoming Events

Nov 18, 2026

Think Tank – A&I Reading Recommendations – The Year of Magical Thinking

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Videos

Recordings of events and short videos too

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Empty Nesting? Help Your Kids Become Financially Independent #shorts

Your kids are growing up and getting ready to leave the nest. But are they financially prepared for the next chapter?

In this Fully In-Vested Short, Karl Frank, CFP® of A&I ...Wealth Management discusses the financial and emotional sides of empty nesting—from helping adult children understand investments and banking to navigating health insurance, college expenses, and student loans.

Helping your children become financially independent doesn’t mean you have to figure it all out on your own.

🔗 Read our blog on empty nesting: https://assetsandincome.com/blog/aligning-finances-with-values-goals-and-relationships/

🎧 Listen to our podcast for more insights on navigating the empty nest transition:

https://assetsandincome.com/podcast/helping-adulting-children-out-of-the-house/

🌐 Learn more about A&I Wealth Management: https://assetsandincome.com/

#EmptyNesting #FinancialPlanning #FinancialIndependence #AdultChildren #WealthManagement #FullyInVested

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests

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20
May
Elder Planning
May 20, 2026
Karl Frank, CFP, explains what happens and how to make it easier for the family. Includes a mind map with the seven decisions all of...
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05
May
A Virtual Fractional CFO brings big-company expertise to smaller organizations
May 5, 2026
Wyatt’s team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at...
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21
Apr
Solar Energy That Works 24 Hours a Day
April 21, 2026
Welcome to the ENT! A new energy technology combines solar energy with energy storage, providing reliable energy and overcoming a major hurdle to renewable energy....
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