The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has received a lot of attention, and these are the important items that may have a ...

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Investment Commentary

Q4 2019 Investment Commentary Webinar

1/11/2020

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions. We ...

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Moving to a Retirement Community? Do Your Homework First

12/27/2019

If you’re considering making the move to a senior living community, it’s not something to be taken lightly. Like any other major life decision, it pays to do your homework.
 

Perhaps your friends are moving to a retirement ...

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The New Face of Philanthropy: How High Net Worth Women Are Improving the World

12/12/2019

Philanthropy is not about money. It is about using whatever resources you have at your fingertips and applying them to improve the world.” – Melinda Gates

In our most recent blog, we explored the sense of fulfillment that comes from giving ...

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Top Exit Strategies for a Smooth Retirement Transition

12/12/2019

Your efforts over the years have contributed to your company’s success in a significant way. As retirement approaches, it’s time to think about how you can make the next stage of life just as meaningful.

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Washingtonian Best Adviser

Congratulations, Lyn A. Dippel, JD, CFP®

12/6/2019

Columbia, MD, December 6, 2019

For the consecutive yearsLyn A. Dippel, JDCFP®President and CEO of FAI Wealth Management, has been recognized by Washingtonian Magazine as Top Fee-Only Financial Planner as part of its 2019 “Top ...

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Giving Thanks and Giving Back

Giving Thanks and Giving Back

Giving Thanks and Giving Back

12/1/2019

For many of us, Thanksgiving traditions revolve around roast turkey, pumpkin pie and football. But when holiday festivities like these fall short of providing personal fulfillment, how can you fill the void?
 

Charitable giving to the rescue. At the Thanksgiving ...

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Smart Tips for Engineering Your Perfect Retirement

Smart Tips for Engineering Your Perfect Retirement

11/24/2019

For engineers and technology professionals, planning for retirement may come naturally.

As highly analytical problem solvers with an innate curiosity, the challenges that come with retirement planning may actually be enjoyable. This group’s specialized training also allows them to ...

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Financial Planning for Female Breadwinners

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility for making the money and managing the finances. But today, nearly 49% of all married ...

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Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a certain net worth, the reality is that they don’t. Affluence seems to open new ...

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FAI Moving in Retirement

Webinar: Thinking of Moving in Retirement?

10/28/2019

November 13, 2019 | 11am

Thinking of Moving in Retirement? 

Many of our clients contemplate moving as they near retirement. Join us for our November 13, 2019 Webinar for a panel discussion of real-world experiences and lessons learned when moving out ...

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Affordable Renovation Projects that Add Value to Your Home

10/27/2019

All home improvement projects are not created equal.

While the average remodeling job recoups less than two-thirds of its cost at sale, according to Remodeling Magazine’s “2018 Cost vs. Value” report, some renovation projects are far better investments than ...

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529 Plans: Here’s What You Need to Know About Saving for College

10/27/2019

Sending your children or grandchildren to college can be a stressful time.

For some, this may the child’s first time away from home. This period can come with many stress factors, such as adjusting to their absence in the ...

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Take These Financial Steps When a Loved One Passes Away

Take These Financial Steps When a Loved One Passes Away

10/14/2019

When a loved one dies, survivors must attend to a number of issues during a difficult time.

Aside from notifying friends and family, making funeral arrangements and dealing with immense grief, there are important financial and legal details that also ...

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How Women are Redefining Legacy and Giving Planning

10/14/2019

More and more women are choosing to leave a lasting, noteworthy mark on the world through their philanthropy.  

A former executive for a global telecommunications company, Susan is now divorced and in her sixties. She’s been heavily involved in ...

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The Most Common Worries Facing High Income Women

The Most Common Worries Facing High Income Women

The Most Common Worries Facing High Income Women

10/13/2019

Being a high-earning female executive isn’t always a walk in the park.

Work pressures can be all-consuming, stress-filled days are common, and personal time is often severely lacking. People may assume they world is at your feet but the ...

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Feeling Overwhelmed? Here’s Why Outsourcing May Be the Solution

9/28/2019

 “The time I save by outsourcing can be turned into productive work hours that generate more value for my business. More importantly, it vastly improves my quality of life.”

As a business owner or executive, life moves fast and so ...

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Investment Commentary

Q3 2019: Quarterly Investment Commentary

9/27/2019

October 31, 2019

Curt Gross, Chief Investment Officer, 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.

If ...

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Suzanne Simpson

Webinar: When to Use a Trust When Leaving an Inheritance

9/26/2019

Thursday, October 17th, 11:00 AM – 12:00 PM

Our guest, attorney Suzanne Simpson of Simpson Law, PA, will start with, "What is a trust?", then provide a basic understanding of trusts and when it is advantageous to use a ...

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Seven Home Renovations that Aren’t Worth the Investment

Seven Home Renovations that Aren’t Worth the Investment

9/24/2019

Your home is your castle, so of course you want it to reflect your personality and preferences.

If you’re a movie buff, a lavish home theatre with surround-sound might be a tempting addition to your basement. Are you passionate ...

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Recent News

Recent News

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.