A&I Financial Services

  Check out this post for an informative video with tips for managing our emotions while investing during these uncertain times. I encourage you to watch this video and share it with your friends. I spoke with an investor recently who said it was just a whole lot easier to deal with the turbulence of...Read More

Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...Read More

What in the world is happening to interest rates? Read this blog post for insights into interest rates, which are making the news at the beginning of 2022. Click HERE to watch a 5-minute discussion about inflation and interest rates from our recent 2022 Market and Economic Outlook. So what in the world is happening...Read More

Well Done Karl Frank! Meet The CFP Board Ambassador of the Week, Karl Frank, CFP®! We want to congratulate our very own Karl Frank, for being chosen as the CFP Board Ambassador of the Week! A leader in Denver’s financial planning community. The Certified Financial Planner Board of Standards, Inc. is a professional body for...Read More