A&I Financial Services

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

In this 20 minute episode, we continue our conversations about investments other than equities and bonds: Real estate–and how we can be rewarded and take on concentrated risk. We talk about leverage, as in, do we want more debt? Pros and cons. We talk about recession, but it’s not depressing! We discuss a recent Zoominar...Read More

In this 20 minute episode, we discuss what we can do: What we can do when we have the jitters. Why we feel skepticism, doubt, and why it seems like things are rigged against us. We talk about Ukraine chaos, or commotion, as Nate calls it. We talk about gold…for goodness sakes! And finally, we...Read More

In this 20 minute episode, we discuss what we can do about inflation: Reasons we have inflation. Are they just monetary? Are they policy related? How the Federal Reserve can help and likely has not helped, but hindered, inflation over the previous decade. We take a special look at mortgage rates and make a prediction—it...Read More

In this 20 minute episode, we discuss the absolutes: Inflation is the loss of purchasing power; emotionally and economically affective. Comparison of today’s rates with the past and how that may affect us—in particular, we discuss gasoline prices What types of products are we spending more on, and buying less of. Where are businesses making...Read More

Jeff Krommendyk, Karl Frank, CFP and Nathan Merrill dive into a conversation about death and come out feeling inspired. No, really. Start with the legal documents. Move into the soft stuff which is WAY more important anyway. Provide some links and recommendations for practical planning and conversation starters. Learn the three fundamentals of an AMD...Read More

Jeff Krommendyk, Karl Frank, CFP and Nathan Merrill are still experiencing panic at the office. Or rather, with all the heightened tensions around the world, we are noticing that we, our team members, our partners, clients, vendors are on edge. In the second of a two part series, we are getting real and provide practical...Read More

In this two part series, we are going to discuss ways to reduce the stress and increase the happiness of our team. Recognize the causes of heightened emotion. Self-assessment–you cannot lead if you cannot heal yourself. Pay special attention to the media you consume. Identify the sources of stress are usually news, social media and...Read More