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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Mark Stinson Tour de Maryland

Mark Stinson's Tour de Maryland

9/22/2019

Did you wonder where FAI’s Senior Advisor, Mark Stinson was during the month of July? 

Mark and a friend planned and completed their own Tour de Maryland to coincide with the Tour de France.  They completed 21 day-long stages ...

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Watch Out for these Big Retirement Money Wasters

Watch Out for these Big Retirement Money Wasters

Watch Out for these Big Retirement Money Wasters

9/16/2019

After years of working and careful saving, it’s almost time to kick back and enjoy that retirement nest egg.

But before you begin splurging on world travel and daily rounds of golf, get to know the common financial pitfalls ...

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Kevin Dougherty of KMD Insurance

Kevin Dougherty of KMD Insurance

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/9/2019

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 ...

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Executive Women Burnout

Executive Women Burnout: Tips for Finding Serenity and Meaning

Executive Women Burnout: Tips for Finding Serenity and Meaning

9/3/2019

“My day began at 4:30 AM. I went to the gym, had some coffee and drove to the airport for a meeting in Atlanta. I conducted a conference call on the way to the airport, then another one when ...

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How Extended Generation Homes are Becoming the Norm

How Extended Generation Homes are Becoming the Norm

Today’s Not-So-Empty Nests: How Extended Generation Homes are Becoming the Norm

8/26/2019

Has the proverbial “empty nest” become a thing of the past? Data suggests this traditional stage of the American household lifecycle is undergoing some dramatic changes.

In the U.S., increasing numbers of late middle-age couples are struggling with different ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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Recent News

Recent News

How Women are Redefining Legacy and Giving Planning

How Women are Redefining Legacy and Giving Planning

10/14/2019 12:00:00 AM EDT
a week ago

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 ...

Take These Financial Steps When a Loved One Passes Away

Take These Financial Steps When a Loved One Passes Away

10/14/2019 12:00:00 AM EDT
a week ago

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 ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Q3-Quarterly Investment Commentary

Q3-Quarterly Investment Commentary

10/31/2019 11:00:00 AM EDT