FAI's Aging Parents Journal

 

Helping Your Elderly Parents Manage Their Money

Helping Your Elderly Parents Manage Their Money

By: Mark Stinson
7/2/2018

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook #3, Chapter 1: “How to Help Your Elderly Parents Manage Their Money.”

The capacity of ...

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FAI-Juggling the Financial Demands of Adult Children & Aging Parents

Juggling the Financial Demands of Adult Children & Aging Parents

By: Mark Stinson
6/13/2018

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook #2, Chapter 1: “Juggling the Financial Demands of Adult Children & Aging Parents.”

Many Americans are ...

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The Art of Being a Happily Single Senior

The Art of Being a Happily Single Senior

5/29/2018

Stack the odds for happiness in your favor. Many people wisely plan for their retirement finances but few think to plan for how to make their retirement personally rewarding.

You need to create a strategy for a fulfilling life once ...

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FAI-Plenty of adult children of unprepared retirees have questions

Helping Your Parents Save in Retirement

5/24/2018

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook #1, Chapter 1: “Helping Your Parents Save in Retirement.”

Retirement represents a time of tremendous ...

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The End of Your Life Book Club by Will Schwalbe

Click to link to Amazon.com

Book Review: The End of Your Life Book Club

Mark Stinson
5/8/2018

Our book club got its formal start with the mocha and one of the most casual questions two people can ask each other: “What are you reading?” It’s something of a quaint question these days. More often in lulls ...

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Family Affair: Working Together to Care for Your Aging Parents

Family Affair: Working Together to Care for Your Aging Parents

By: Mark Stinson
5/2/2018

Millions of Baby Boomers are becoming senior citizens and many of them have aging parents who require some level of physical or financial help.

Across the country, Boomer-aged adults are offering assistance to their elderly loved ones, and it can ...

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Mark Stinson

Mark Stinson
Principal & Senior Advisor

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

4/13/2018

FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of its free e-book series, "Caring for Our Aging Parents." The e-books were developed by Mark Stinson, CPA, CFP®, MBA, Principal ...

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Easing your parents' transition to assisted living

Seven Secrets to Easing Your Parents' Transition to Assisted Living

By: Mark Stinson
2/16/2018

Change is often difficult for people of all ages.  So it’s not surprising that seniors who are moving from their home into an assisted living community typically encounter some degree of difficulty adjusting to their new surroundings. If you ...

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Baby Boomer at Work

Older Workers May Just Be the Most Valuable People in the Office

By: Mark Stinson
2/5/2018

Baby Boomers form the largest trained pool of potential future employees ever available to American businesses.

Over the next decade, 43% of America’s workforce will reach age 65 and be eligible for retirement. Collectively, these men and women represent ...

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Being Mortal
Atul Gawande

Click to link to Amazon.com

Book Review: Being Mortal - Medicine and What Matters in the End

By: Mark Stinson
1/8/2018

Eating Chocolate Ice Cream & Watching Football

“We had this quite agonizing conversation where he said—and this totally shocked me—‘Well, if I’m able to eat chocolate ice cream and watch football on TV, then I’m willing to ...

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Credit Card Fraud

Protecting Yourself from Identity Theft and Credit Card Fraud

12/21/2017

It’s prime time for opportunistic identity thieves.

During the holidays, we do more online shopping, we use our credit cards more, and the temporary staffers at our favorite stores may not have undergone background screening tests, leaving us vulnerable ...

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10 Things to Locate Before Mom or Dad Has a Health Crisis

Ten Things You Need to Locate Before Mom or Dad Has a Health Crisis

11/13/2017

“Grandpop passed away suddenly at age 64. My grandmother decided to sell their rambling farmhouse and move to a community for seniors. Part of that transition meant downsizing and getting rid of most of their furniture to accommodate her new ...

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tough conversations with aging loved ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for example.

These conversations and others like them evoke happiness, excitement, and good times. But time ...

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What to do with your aging parents' stuff

What to Do With Your Aging Parents' Stuff

10/6/2017

According to the 2014 United States census report, more than 20 percent of America’s population will be age 65 or older by 2030. As these older adults start downsizing or moving to retirement communities and assisted living facilities, the ...

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Dessert & Discussion: Long-Term Care

10/4/2017

Kim Natovitz of Tri-Bridge Partners will once again join us to discuss the latest trends in Long Term Care.  Special emphasis in this discussion will be on utilizing  Aging Life Care Professionals (formerly known as Geriatric Care Management) with your ...

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Why Everyone Should Have a Will

Why Everyone Should Have a Will

9/21/2017

Regardless of your age, creating a will is an important part of your financial planning. If you die without one, the legal consequences can be disastrous, especially if you have a lot of assets. Let’s examine some of the ...

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Make the Most of Medicare

Make the Most of Medicare

9/6/2017

With its multiple parts and many choices, Medicare can seem complicated, even overwhelming. Making the wrong choice can also cost you a lot of money. But by doing your research and learning the basics, you’ll be able to navigate ...

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Kevin Dougherty Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate through the Medicare Maze by explaining what to look for and what to avoid when signing up for Medicare. Medicare open enrollment is October 15th-December ...

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Click above to Learn more about our eBook series on Caring for our Aging Parents!

Recent News

Recent News

Open House

Open House

7/20/2018 12:00:00 AM EDT
3 days ago

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices ...

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

7/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – July 10, 2018 – FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...