A&I Financial Services

A simple plan that may help any person go tax free with a Roth, regardless of income. Plus, there is a hidden benefit for older folks and people with a higher income. So let’s dive in.Read More

In the second of the two-part podcast, Karl Frank and Nathan Merrill discuss practical ideas for keeping a company together when we are physically kept apart. We discuss fun twists on easy things like lunches, happy hours and fun Zoom meetings. We discuss going all the way and hiring a Company Culture Officer. We talk...Read More

If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand.Read More

Read this Periscope for a few tips from the FBI about how you can protect yourself from fraud and theft. How to Protect Yourself from Fraud On Wednesday June 16, Supervisor Special Agent Brian Blauser from the FBI shared some stories and advice about fraud happening right now. The FBI does not allow us to...Read More

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times! There are four types of asset protection. We help you protect: 1. Financial assets 2. Property 3. Confidential information 4. Personal security in...Read More

In this brief but informative podcast, Karl Frank, CFP, Mike Miller, CPA and Nathan Merrill, JD, discuss the QCD: Qualified Charitable Distribution. Learn the benefits and drawbacks of pulling money out of a retirement account and giving it to a charity. The Qualified Charitable Distribution (QCD) is a great way for someone to give money...Read More

Read this Periscope for our insights about the current inflation situation, what we are doing about it and what you can do too! Introduction Inflation means increasing costs for the goods and services we purchase. Economists largely agree that the more money there is in the world, chasing a finite supply of goods and services,...Read More

Karl Frank CFP® interview Nathan Merrill and Jeff Krommendyk about how to build and strengthen company culture during the Covid-19 era. Before Covid—BC—culture was one thing. Now that we are in the Covid-19 era, everything is different. From handling working remotely to new technology, Jeff and Nate find opportunities and challenges. Come out of the...Read More

Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!Read More

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...Read More