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 ...

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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 ...

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FAI Performance Measures
Image by Gerd Altmann from Pixabay

2019 First Quarter Investement 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 ...

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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 ...

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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 ...

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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 ...

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FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019

Join our next Investment Webinar from the comfort of your home or office.  On Thursday, April 25th at 11:00 a.m. Curt Gross, our Chief Investment Officer, will present the First Quarter in Review and Commentary.
 

The webinar will ...

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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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Recent News

Recent News

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
6 days ago

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 ...

Now is the Time to Plan for Assisted Living

Now is the Time to Plan for Assisted Living

4/12/2019 12:00:00 AM EDT
a week ago

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 ...

Upcoming Events

Upcoming Events

Shred Day!

Shred Day!

4/23/2019 11:00:00 AM EDT
FAI & DARS will host their first annual Shred Day! See ...

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 ...