Financial planning blog

Timely and free financial planning advice

March 10, 2021

Financial Resiliency for Women

Women face unique financial problems. The pandemic wiped out the plans for many women. Women are choosing to leave the workforce in order to provide the child-rearing and other caregiving needs of their family. Other women are working at home and attempting to balance more house work, more demands made with childcare, more demands from...

Financial planner’s desk with laptop and mobile tools for online wealth management

March 3, 2021

How We Protect Our Clients from ID theft, Fraud and Errors

Read this Periscope to learn about what we are doing about ID theft, fraud and human errors with our own and our client’s private information. Also: 2020 and 2021 tax brackets are available on GOTAXFREEbook.com Click to watch our most recent lunch and learn, Uncharted Waters Listen to the Expert Network Team podcasts Cyber Fraud...

February 22, 2021

6 Step Investment Process with A&I Wealth Management

Expert Network Team Podcast Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic because of his strong balance sheet. Mike shares questions to ask yourself as you think about your finances. Learn a practical idea about planning for what to do when business income declines....

Personalized wealth management services for retirement planning

February 17, 2021

Asset Allocation with A&I Wealth Management

Read this Periscope to learn about how we build an asset allocation, choose between investment strategies and build your portfolio. Expert Network Team Podcast Play to listen to Karl and his Expert Network Team’s latest podcast. Mike Miller CPA tells a story about a friend who made it through the economic shutdown from the pandemic...

February 10, 2021

Winning the World Cup and Investing Internationally

Read this Periscope to learn about how we make international investment decisions or explore more about Investment Advisory Services by A&I. Plus, our friend just won a World Cup Freestyle Skiing! Expert Network Team Podcast Click Here to listen to Karl and his Expert Network Teams Latest Podcast John Sauer, employment law attorney, talks with...

February 3, 2021

Our Expert Network Team Provides Advanced Financial Planning Advice

Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted...

Financial planner for business owners offering guidance

February 2, 2021

Episode 17: Concentrated Equity Strategies Part 2 of 2

Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation...

January 27, 2021

Our Financial Planning is an Ongoing Process

Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single...

January 26, 2021

Episode 16: Concentrated Equity Strategies 1 of 2

Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different...