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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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 ...