Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.

Investing during the pandemic

We are all learning to adapt to our new lifestyle now that all of the A&I Financial team members are working at home.

This week, I thought I’d share a few thoughts about equities, discuss one Covid-19 forecast and conclude with what I think all of us can do about it—which is talk with our financial planners about our personal financial plans.

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36 Hits

CARES Act and what’s in it for you

Who cares about last Friday’s CARES Act?

We have a lot to cover in this Periscope with the changes from Friday’s huge legislation. These include: 

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71 Hits

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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Go Paperless 

Addressing Global Concerns on an individualized basis