Articles

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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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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A Gift That Gives Back

Gabriella Colarusso
12/12/2018

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, books and sweaters, I find a few family members who don’t ask for anything ...

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Senior Moment or Alzheimer's

Senior Moment or Alzheimer's

12/10/2018

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 #3, Chapter 3: Senior Moment or Alzheimer's?

As a general rule, memory lapses associated ...

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FAI - The hidden expenses of moving

Five Hidden Costs of Moving

By: Skyler Hutcheson
12/6/2018

Few things are more thrilling than moving into your first place. The idea of having your own home to enjoy your independence is invigorating.

However, be careful that the urge to set out on your own does not distract you ...

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FAI - Long Term Care

Easing the Family Burden: Why Long-Term Care Insurance Can Be a Smart Idea

By: Mark Stinson
12/6/2018

Once you reach the age of 65, you have a seven in ten chance of needing some type of long term care service in your lifetime.

That’s a sobering thought, but the fact is that the likelihood of requiring ...

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Prenuptial Agreements: A Smart Move for Savvy Women

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

By: Lyn Dippel
11/7/2018

When you hear the word “prenup,” what comes to mind? If you’re like many people, you might picture a wealthy older man about to marry a younger woman. While that may have been the case years ago, prenuptial agreements ...

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The Importance of Advance Healthcare Directives and How to Discuss Them

The Importance of Advance Healthcare Directives and How to Discuss Them

By: Mark Stinson
11/7/2018
 

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 3: The Importance of Advance Healthcare Directives and How to Discuss Them.

An ...

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Stock Market Chart

Year-End Investment Review and 2019 Outlook Webinar

10/25/2018

Join us for our final webinar of the year:  FAI's Year-End Investment Review and 2019 Outlook.

Join our webinar from the comfort of your home or office, Thursday, November 8th as Curt Gross, our Chief Investment Officer, reviews the ...

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Growing Your Aging Parents' Wealth During Their Golden Years

Growing Your Aging Parents' Wealth During Their Golden Years

By: Mark Stinson
10/13/2018

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 #1, Chapter 3:Growing Your Aging Parents' Wealth During Their Golden Years.

While one's ...

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FAI 3rd Q Investment Commentary - Diversification Part 1

Q3 Investment Commentary - Diversification Part 1

Curtis Gross
10/11/2018

Most investors understand the meaning of diversification.  Webster’s dictionary explains it this way: “to balance (an investment portfolio) defensively by dividing funds among securities of different industries or of different classes”.  At FAI we are constantly touting the virtues ...

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Article 253: FAI Presents: Say Goodbye to Your Spouse, Not Your Business

FAI Presents: Say Goodbye to Your Spouse, Not Your Business

By: Lyn Dippel
9/22/2018

Each month we’ll spotlight one chapter from our eBook series,  "navigating marital transitions with confidence: a resource for women".  

This Month’s Focus is taken from Chapter 3: “Say Goodbye to Your Spouse, Not Your Business.”

When it comes ...

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FAI-Tips for Choosing Where to Live After Retirement

Tips for Choosing Where to Live After Retirement

By: Mark Stinson
9/21/2018

You have worked long and hard to save up for retirement to settle into your dream location and lifestyle. Now that you no longer need to live in an area focusing on your job, schools, and status, your options are ...

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Family Money Piggy

Clandestine Cache

Lyn Dippel
9/18/2018

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to preserve my autonomy.  For me it comes down to being honest with myself.  It’s ...

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Thrive in Retirement after Gray Divorce

Thrive in Retirement after Gray Divorce

8/27/2018

Gray divorce is on the rise and it presents some unique challenges. If you’re splitting up after 50, it’s smart to give careful thought to your financial and social future.

Divorcing later in life means there’s less ...

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FAI - Women over 50 Are Embracing Cohabitation, Not Marriage

Women over 50 Are Embracing Cohabitation, Not Marriage

8/20/2018

Each month we’ll spotlight one chapter from our eBook series,  "navigating marital transitions with confidence: a resource for women".  

This Month's Focus is taken from Chapter 2: “Women are Embracing Cohabitation, Not Marriage.”

A growing segment of women ...

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FAI-Practice Makes Perfect, Even When it Comes to Your Retirement

Practice Makes Perfect, Even When it Comes to Your Retirement

By: FAI Wealth Management
8/17/2018

Most of us understand the value of practice, but few of us think about practicing for our retirement. If you aren’t yet retired, you have an opportunity to get in some rehearsal time. Here’s why that’s a ...

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Beware of the Hidden Costs of College

Beware of the Hidden Costs of College

By: FAI Wealth Management
8/17/2018

Getting that college degree isn’t cheap. Staggering increases in tuition rates over the past three decades are partially to blame.

According to College Board's Trends in College Pricing 2017 report, students currently enrolled in a public four-year university ...

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Recent News

Recent News

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

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 ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

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 ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.