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.

Back to School

Back to school means college for one of the Frank kids. And college, as we've all heard, is expensive. Here are some tips and tricks for folks into, in and just out of college. For a more complete article, click here.

Before College

  • Apply to for financial aid-regardless of whether or not you think you qualify. The student aid program, FAFSA, can help a variety of folks.
  • Save ahead using college funding plans. The popular 529 plan can offer state income tax deductions and grow and be used without a tax burden.
  • Choose your school wisely. Be ready to change your mind. Don't dig in your heels. Instead, be open to a wide variety of schools and settings. Large or small? What environment best fits your learning style?
  • Negotiate with the school. More often than not, you might be able to shave some money off tuition costs.

During College

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Increase Your Financial Literacy

Michael Mink recently interviewed Karl Frank about Go Tax Free and wrote an article in Investor's Business Daily. Here's an excerpt:

Understanding how your tax and investment professional can best serve you comes from learning about what he does. Tips on how to best educate yourself on financial fundamentals:

Listen for clues. The adviser you turn to for help with taxes and financial guidance should initiate questions in order to best help you, beyond trying to sell you on his service. That adviser should want to know about your goals and the needs of the people most important to you, like a child preparing for college.

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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