Credit Card Fraud

Protecting Yourself from Identity Theft and Credit Card Fraud

12/21/2017

It’s prime time for opportunistic identity thieves.

During the holidays, we do more online shopping, we use our credit cards more, and the temporary staffers at our favorite stores may not have undergone background screening tests, leaving us vulnerable ...

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10 Things to Locate Before Mom or Dad Has a Health Crisis

Ten Things You Need to Locate Before Mom or Dad Has a Health Crisis

11/13/2017

“Grandpop passed away suddenly at age 64. My grandmother decided to sell their rambling farmhouse and move to a community for seniors. Part of that transition meant downsizing and getting rid of most of their furniture to accommodate her new ...

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tough conversations with aging loved ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for example.

These conversations and others like them evoke happiness, excitement, and good times. But time ...

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Ignore the Headlines, Watch the Trends

10/10/2017

"Headlines, in a way, are what mislead you because bad news is a headline, and gradual improvement is not." -Bill Gates, Co-Founder of Microsoft

At FAI, we believe the Bill Gates’ quote above is very enlightening.  Every day, we are ...

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What to do with your aging parents' stuff

What to Do With Your Aging Parents' Stuff

10/6/2017

According to the 2014 United States census report, more than 20 percent of America’s population will be age 65 or older by 2030. As these older adults start downsizing or moving to retirement communities and assisted living facilities, the ...

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Dessert & Discussion: Long-Term Care

10/4/2017

Kim Natovitz of Tri-Bridge Partners will once again join us to discuss the latest trends in Long Term Care.  Special emphasis in this discussion will be on utilizing  Aging Life Care Professionals (formerly known as Geriatric Care Management) with your ...

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Why Everyone Should Have a Will

Why Everyone Should Have a Will

9/21/2017

Regardless of your age, creating a will is an important part of your financial planning. If you die without one, the legal consequences can be disastrous, especially if you have a lot of assets. Let’s examine some of the ...

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Happy Money

Why Not Put Your Money Towards Happiness?

9/19/2017

By: Lyn Dippel

For many of us, fall is a chance to reset, to take a look at where we are. In financial terms this can mean fine tuning plans and budgets, but we might also take a broader view ...

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Equifax Breach

FAI on The Equifax Breach

9/15/2017

Equifax Breach

As you are probably aware, Equifax, a large consumer credit reporting agency, reported a data breach which exposed Social Security numbers, driver’s license numbers, and other private information. This breach is estimated to have affected over 143 ...

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Make the Most of Medicare

Make the Most of Medicare

9/6/2017

With its multiple parts and many choices, Medicare can seem complicated, even overwhelming. Making the wrong choice can also cost you a lot of money. But by doing your research and learning the basics, you’ll be able to navigate ...

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Dessert & Discussion

Dessert & Discussion: Encore Careers

8/30/2017

Join us for Coffee and Dessert.


Wondering what you will do in retirement? Many retirees launch a new career that brings fulfillment.

Dr. Elizabeth Mahler will be discussing how individuals across the U.S. are harnessing the energy of their ...

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Navigating the Medicare Maze

Make a Smooth Transition into Retirement Part II

8/29/2017

Navigating the Medicare Maze

In our last blog, we explored some helpful tips to make your transition into retirement a smooth one. In addition to plans for retirement income and Social Security, you should develop a strategy for your Medicare ...

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Retired Couple Kayaking

Make a Smooth Transition into Retirement Part I

8/28/2017

The concept of retirement used to be pretty simple: stop working and start playing. But today, retirement is less about retiring from work and more about entering a new phase of life.

With some thoughtful planning, your retirement years can ...

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Kevin Dougherty Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate through the Medicare Maze by explaining what to look for and what to avoid when signing up for Medicare. Medicare open enrollment is October 15th-December ...

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Maryland General Assembly’s Compensation Commission
Photo: Simon G. Powell

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

8/17/2017

Columbia, Maryland – August 14, 2017 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that its President and CEO, Lyn A. Dippel, JD, CFP®, has been appointed by Governor Larry Hogan to serve on the ...

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FAI New Logo

FAI Wealth Management Celebrates 30 Years with a New Brand Identity

7/31/2017

As we celebrate our 30th year, we are excited to share some important news about our company's evolution and how our clients and colleagues will benefit.

On August 1st, we will unveil our new logo and website as part ...

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Lyn Dippel

FAI President Lyn Dippel Contributes to Forbes Article

7/26/2017

FAI’s very own Lyn Dippel, CFP®, president and CEO, was recently interviewed by LearnVest and was quoted in Forbes in the article entitled, "All the Ways Your Money Life is Different if You’re a Woman — And How to ...

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Recent News

Recent News

What a Simple Coin Toss Exercise Can Teach Us About Investing

What a Simple Coin Toss Exercise Can Teach Us About Investing

12/16/2018 12:00:00 AM EST
3 days ago

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 ...

A Gift That Gives Back

A Gift That Gives Back

12/12/2018 12:00:00 AM EST
a week ago

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 ...

Upcoming Events

Upcoming Events

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2018 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...

Christmas: Office Closed

Christmas: Office Closed

12/25/2018 12:00:00 AM EST
FAI's Office will be closed on December 25th due ...