Articles

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to seek out new employment when you’re older. Competing with younger people who are perceived ...

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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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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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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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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 diļ¬€erent from others in the industry.

In order to define the FAI approach to diversification it is important ...

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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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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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Recent News

Recent News

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month 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 ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.