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.

From Ages 14 to 84, It’s War We Worry About

Everyone, it seems, carries worries about war this week. I heard from a fourteen-year-old who asked, “Will I be called to go to war in four years?” In another conversation, my eighty-more-year-old friend said, “My Korean War Veteran friends and I are wondering if we can still fit into our uniforms.

As I write this, the tensions between Iran and the USA are lessoning, they say. Calmer, more quiet voices are audible in the din. In times like these, what matters most is what you can control, like your own financial plan. From this solid foundation, we can discuss what the worldly events will, or more likely will not, do to your financial future.

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214 Hits

2020 tax update: Congress passed the SECURE Act and how it affects retirees

Retirement savers have a win and a loss at the end of 2019

Who says Congress is tied up with impeachment? Both the House and the Senate passed a Christmas-time bill that gives retirement savers both a gift and a piece of coal.

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366 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