Playing It Safe The Best Data Protection Protocols

Playing It Safe The Best Data Protection Protocols

Playing It Safe: The Best Data Protection Protocols

8/2/2019

Our personal information has never been so easy to steal, and guess what? In large part, we can blame ourselves.

How is that possible? Businesses and consumers have long been warned about distributing sensitive information as email attachments, and yet ...

read more
Fighting Through Financial Paralysis

Fighting Through Financial Paralysis

Fighting Through Financial Paralysis

8/2/2019

“When you have to make a choice and don’t make it, that is in itself a choice.” – William James

Noted American philosopher and psychologist William James may not have been referring to financial planning in his famous quote, but ...

read more

FAI Wealth Management Welcomes Two New Professionals-Raquel Tennant and Erin Burr Selected to Join the Growing Firm

7/22/2019

Columbia, Maryland – July 22, 2019 – FAI Wealth Management, Inc. a leading fee-only wealth management firm in the Baltimore-Washington region, is pleased to announce the addition of Raquel Tennant and Erin Burr to the firm.

Ms. Tennant has assumed the role ...

read more
Is Your Retirement Plan ‘Able’ to Meet Your Needs

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

7/9/2019

It takes more than planning to bring a goal to life.

We’ve all been there—setting a goal we really want to accomplish, but somehow, we don’t ultimately see it through. From exercising more to saving for dream ...

read more
Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

7/9/2019

When you think of your preparations for retirement, do they involve downsizing your life in some way? 

For most Americans, we envision our golden years as a period of life where we can finally enjoy fewer obligations, less stress, and ...

read more
Planning for Your Financial Future Why Your Calculated Life Expectancy May Not be Accurate

Planning for Your Financial Future Why Your Calculated Life Expectancy May Not be Accurate

Planning for Your Financial Future: Why Your Calculated Life Expectancy May Not be Accurate

6/19/2019

How long am I going to live?

Or course, none of us knows the answer to that question, and that’s why estimating your life expectancy is arguably the most difficult part of retirement planning. With so many genetic and ...

read more
Understanding How Your Specific Annuity Works

Understanding How Your Specific Annuity Works

Part 1: Understanding How Your Specific Annuity Works

6/14/2019

At FAI, clients often ask us whether annuities make sense, especially when they see big market swings like we’ve seen over the last few quarters.  The short answer is that annuities are definitely useful tools in certain cases, but ...

read more
Kevin Dougherty of KMD Insurance

Kevin Dougherty of KMD Insurance

FAI's Annual Medicare 2019 Update with Kevin Dougherty

6/10/2019

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make. These ...

read more
FAIs Investment Webinar

FAI Wealth Management's 2nd Quarter Investments Review Webinar for 2019

6/5/2019

Join our next Investment Webinar from the comfort of your home or office.  On Thursday, August 1st at 11:00 a.m. Curt Gross, our Chief Investment Officer, will present the Second Quarter in Review and Commentary.
 

The webinar will ...

read more
Unraveling the Misconceptions about Social Security

Unraveling the Misconceptions about Social Security

Unraveling the Misconceptions about Social Security

6/4/2019

While Social Security is a valuable benefit for retirees, filing for it can be downright mindboggling.  Aside from the all of the variables to consider and the endless calculations involved, there’s a ton of information—and misinformation—out there ...

read more
Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to seek out new employment when you’re older. Competing with younger people who are perceived ...

read more
FAI - Estate Planning

Estate Planning: The Questions You Need to Ask

By: Mark Stinson
4/16/2019

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 4:“Estate Planning: The Questions You Need to Ask.”

Currently there are more ...

read more
Now is the Time to Plan for Assisted Living

Now is the Time to Plan for Assisted Living

Now is the Time to Plan for Assisted Living

4/12/2019

All too often, the move to an assisted living facility or other type of senior living residence is made in response to a crisis. The family is caught off guard and they’re unprepared for this major life change. But ...

read more
FAI Performance Measures
Image by Gerd Altmann from Pixabay

2019 First Quarter Investment Commentary

Curtis Gross
4/3/2019

One question we often get from investors is what return SHOULD I expect from my investments?  A very simple question, but one that has a very complicated answer.  I will try to simplify it here.  The expected returns on any ...

read more
How to Protect Your Aging Parents from Identity Theft and Fraud

How to Protect Your Aging Parents from Identity Theft and Fraud

How to Protect Your Aging Parents from Identity Theft and Fraud

3/31/2019

“My brothers and I had a bad feeling about the new younger woman Dad met online. We never met her, but Dad mentioned several times that he had given her money to pay her rent and help support her 25-year-old ...

read more
FAI Spring Shred Day

Spring Shred Day

3/28/2019

Did you know that 1 in 4 Americans will be a victim of identity theft in their lifetime? Last year alone this resulted in financial losses totaling over $50 billion!

One way to avoid identity theft is to shred your ...

read more
This Year, Why Not Spring Clean Your Finances

This Year, Why Not Spring Clean Your Finances

This Year, Why Not Spring Clean Your Finances?

3/28/2019

When springtime rolls around, we start thinking about discarding old clothes and doing away with the dust bunnies. While it comes as second nature to tidy up our homes, this same principle can also be applied to our finances. Use ...

read more
Accessory Dwelling Unit Right for Your Aging Parents

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019

Assisted living in your own back yard?

Ninety percent of seniors say they’d prefer to stay in their homes and age in place. But many times, that’s not realistic, whether it’s due to failing health, stairs or ...

read more

Recent News

Recent News

Fighting Through Financial Paralysis

Fighting Through Financial Paralysis

8/2/2019 12:00:00 AM EDT
3 weeks ago

“When you have to make a choice and don’t make it, that is in itself a choice.” – William James

Noted American philosopher and psychologist ...

Playing It Safe: The Best Data Protection Protocols

Playing It Safe: The Best Data Protection Protocols

8/2/2019 12:00:00 AM EDT
3 weeks ago

Our personal information has never been so easy to steal, and guess what? In large part, we can blame ourselves.

How is that possible? Businesses ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...