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.

Coronavirus Scams

Personal security is a big deal for all of us, especially in a time of Covid-19. The crooks are out in cyberspace looking for ways to pickpocket our life savings, without us ever leaving our homes. I’ll give a little advice about emails, phone calls, computers and other internet devices that can help protect us.

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158 Hits

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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196 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