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.

19 Reasons I Am Thankful in 2019

Why are you thankful this year? Please share with me and/or your wealth manager. Here are 19 reasons I’m thankful in 2019:

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Moving to Suburbia in Retirement

“Millions of older households will need improved transportation options, greater opportunities for engagement, and more access to supportive services.” –Joint Center for Housing Studies of Harvard University

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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