“Over 50.” An Internet search for this term pulls up over 3.1 billion results! The reality is that many of us are at that age when life is transitioning all around us, and finding stability is more important than ever.

Our family trees have deep roots, so we’re concerned for our loved ones. We wonder if our children and grandchildren will be able to support themselves. We also worry about our aging parents. Are they safe in their own home or do we need to locate a better place to accommodate their needs? And what if we’re suddenly forced to figure all of this out on our own? The physical or emotional loss of a loved one, be through divorce or death, can leave us feeling very unsettled.

Of course, there are positive transitions in life, too. Professionally some of us are at the pinnacle of our career and are looking forward to retirement, a new calling, or if we own a business, possibly an exit strategy. Perhaps a second marriage, blended family and/or a new home are in your future. As each new chapter begins, new questions arise. Will you be ready?

Would you like to talk with one of our advisors?

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Recent News

Recent News

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...