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 ...read more
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 ...read more
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 ...read more
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 ...read more
“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 ...read more
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 ...read more
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 ...read more
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 ...read more
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 ...read more
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 ...read more
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 ...