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 ...

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Utah

Where Should You Live in Retirement? Part II

2/14/2019

Dan and Edna, loved the American Southwest, they spent most of their vacations exploring New Mexico, Arizona, and the entire Four Corners area.

They loved the climate, the culture, and had a passion for the geography and history of the ...

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What's your retirement plan

Avoid These Ten Big Money Mistakes in Retirement

2/7/2019

Most of us know that a lack of planning is one of the biggest retirement blunders we can make. 
 

Financial preparation—along with making some smart adjustments along the way—is a big factor when it comes to realizing that ...

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FAI Five Star Award

FAI Lauded with Two 2019 Five Star Wealth Manager Awards

2/4/2019

Columbia, Maryland – January 30, 2019 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has again recognized Lyn A. Dippel, JD, CFP® and Mark Stinson, CPA, CFP®, MBA, with the prestigious ...

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Where Should You Live in Retirement

Where Should You Live in Retirement?

2/1/2019

One of the best things about retirement is that it provides the opportunity to choose where you want to live.

With your working years behind you, you can select a location that offers the lifestyle that will enable you to ...

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Charitable giving

Trim Your Taxes with Charitable Giving

By: FAI Wealth Management
1/17/2019

THE 2017 TAX ACT DRASTICALLY CHANGED THE LANDSCAPE FOR CHARITABLE GIVING.

By doubling the standard deduction, it eliminates many of the tax benefits typically associated with charitable donations. While the incentive for charitable giving goes far beyond tax deductions, those ...

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Q4 Investment Commentary - Diversification Part 2

Curtis Gross
1/16/2019

In this installment, we will provide a more detailed explanation of true diversification and why our approach at FAI is very different from others in the industry.

In order to define the FAI approach to diversification it is important ...

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FAI's 4th Quarter Investment Review

1/14/2019

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions. We invite you to join the conversation on your investments. 

Curt ...
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Financial Freedom

How Volatility Takes Away Your Financial Freedom

By: Ben Yeung
1/14/2019

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions involve uncertainty or risk of loss.  All investors should be familiar with the idea that ...

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FAI - Encore career florist

Are You Ready for an Encore Career?

By: FAI Wealth Management
1/11/2019

Sharon Osborne is a florist – an amazing florist. She, and her two assistants, arrange grand displays of floral sculptures for hotel lobbies, corporate headquarters, lavish weddings, and wherever a “statement only flowers can make” is requested.

Sharon’s designs and ...

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FAI survive and thrive in post divorce retirement

Survive and Thrive in Post Divorce Retirement

By: Lyn Dippel
12/29/2018

Getting divorced over 50 presents some unique challenges, and the financial aspect is chief among them. By taking the time to understand the financial implications and planning for your post-divorce future, you can be well on your way to creating ...

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Gray Divorce and FAI

Gray Divorce Doesn’t Have to Tarnish Your Retirement Dreams

By: Lyn Dippel
12/27/2018

For most of us, our retirement dreams are filled with time for enjoyment after decades of hard work. But for an increasing number of older couples, retirement is bringing something completely unexpected: divorce.

With their adult children gone and an ...

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Coin Toss and Investing

What a Simple Coin Toss Exercise Can Teach Us About Investing

By: Mark Stinson
12/16/2018

At a recent conference the presenter led a group of financial advisors through a coin toss.

“I am going to flip this coin five times, each time I want you to predict heads or tails – you don’t need to ...

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A Gift That Gives Back

Gabriella Colarusso
12/12/2018

I struggle every year to find the perfect gift for each person on my holiday list. But amid the usual flurry of requests for electronics, books and sweaters, I find a few family members who don’t ask for anything ...

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Senior Moment or Alzheimer's

Senior Moment or Alzheimer's

12/10/2018

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 3: Senior Moment or Alzheimer's?

As a general rule, memory lapses associated ...

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FAI - The hidden expenses of moving

Five Hidden Costs of Moving

By: Skyler Hutcheson
12/6/2018

Few things are more thrilling than moving into your first place. The idea of having your own home to enjoy your independence is invigorating.

However, be careful that the urge to set out on your own does not distract you ...

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FAI - Long Term Care

Easing the Family Burden: Why Long-Term Care Insurance Can Be a Smart Idea

By: Mark Stinson
12/6/2018

Once you reach the age of 65, you have a seven in ten chance of needing some type of long term care service in your lifetime.

That’s a sobering thought, but the fact is that the likelihood of requiring ...

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FAI Webinar Graphic

Webinar Recap: 2018 Year-to-Date Market Review

By: FAI Wealth Management
11/26/2018

In our final webinar of the year Curt Gross, FAI’s Chief Investment Officer, provided a year-to-date market summary for 2018, reviewed the current economic environment, and previewed what to look for and possible outcomes for the market in 2019 ...

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Prenuptial Agreements: A Smart Move for Savvy Women

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

By: Lyn Dippel
11/7/2018

When you hear the word “prenup,” what comes to mind? If you’re like many people, you might picture a wealthy older man about to marry a younger woman. While that may have been the case years ago, prenuptial agreements ...

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The Importance of Advance Healthcare Directives and How to Discuss Them

The Importance of Advance Healthcare Directives and How to Discuss Them

By: Mark Stinson
11/7/2018
 

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 3: The Importance of Advance Healthcare Directives and How to Discuss Them.

An ...

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Recent News

Recent News

Is An Accessory Dwelling Unit Right for Your Aging Parents?

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019 12:00:00 AM EST
2 days ago

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 ...

Where Should You Live in Retirement? Part II

Where Should You Live in Retirement? Part II

2/14/2019 12:00:00 AM EST
a week ago

Dan and Edna, loved the American Southwest, they spent most of their vacations exploring New Mexico, Arizona, and the entire Four Corners area.

They loved ...

Upcoming Events

Upcoming Events

Good Friday: FAI Office Closed

Good Friday: FAI Office Closed

4/19/2019 12:00:00 AM EDT
FAI's Office will be closed in observance for Good ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...