Articles

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

3/8/2020

The passing of a spouse is one of life’s most devastating events.

Intense grief often leads to indecision and confusion when dealing with the economic and legal challenges that come with widowhood. While the thought of planning for the ...

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Seven Things You Should Know about Disability Insurance

3/4/2020

What would happen if you were unable to work for an extended period of time?

The chance of missing months or years of work due to an injury or illness may seem remote, but it could happen. The Social Security ...

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Pandemics and Portfolios

2/22/2020

The question everybody seems to be asking these days is: How will the coronavirus (now officially named COVID-19 by the World Health Organization) affect my investment portfolio? 

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What to Do if You’re a Victim of Credit Card Fraud

2/4/2020

Every year, millions of Americans become victims of credit card fraud. While many financial institutions have robust protective measures in place, they aren’t foolproof and these scams can still wreak havoc on your personal finances. In the following article ...

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Could Your Expenses Increase After Retirement?

1/31/2020

Many people entering retirement assume their cost of living will decrease.

Without the expense of daily commutes, pricey lunches, and maintaining a work wardrobe, life is bound to get less expensive. Add to this an end to withholding for 401 ...

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How Flexible Work Environments are Attracting Senior Jobseekers

1/31/2020

Today’s senior citizens are actively looking for options to remain in the workforce. The challenge for organizations is to design work arrangements that are adequately appealing to this loyal, experienced talent pool.

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A Guide to Long Term Care Insurance: Eight Things You Need to Know

1/31/2020

If there's a single unsolved problem in the retirement plans for many Americans, it's what to do about long term care costs later in life.

Although it’s estimated that 69% of all seniors in the U.S ...

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The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has received a lot of attention, and these are the important items that may have a ...

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Moving to a Retirement Community? Do Your Homework First

12/27/2019

If you’re considering making the move to a senior living community, it’s not something to be taken lightly. Like any other major life decision, it pays to do your homework.
 

Perhaps your friends are moving to a retirement ...

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The New Face of Philanthropy: How High Net Worth Women Are Improving the World

12/12/2019

Philanthropy is not about money. It is about using whatever resources you have at your fingertips and applying them to improve the world.” – Melinda Gates

In our most recent blog, we explored the sense of fulfillment that comes from giving ...

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Top Exit Strategies for a Smooth Retirement Transition

12/12/2019

Your efforts over the years have contributed to your company’s success in a significant way. As retirement approaches, it’s time to think about how you can make the next stage of life just as meaningful.

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Giving Thanks and Giving Back

Giving Thanks and Giving Back

Giving Thanks and Giving Back

12/1/2019

For many of us, Thanksgiving traditions revolve around roast turkey, pumpkin pie and football. But when holiday festivities like these fall short of providing personal fulfillment, how can you fill the void?
 

Charitable giving to the rescue. At the Thanksgiving ...

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Smart Tips for Engineering Your Perfect Retirement

Smart Tips for Engineering Your Perfect Retirement

11/24/2019

For engineers and technology professionals, planning for retirement may come naturally.

As highly analytical problem solvers with an innate curiosity, the challenges that come with retirement planning may actually be enjoyable. This group’s specialized training also allows them to ...

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Financial Planning for Female Breadwinners

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility for making the money and managing the finances. But today, nearly 49% of all married ...

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Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a certain net worth, the reality is that they don’t. Affluence seems to open new ...

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Affordable Renovation Projects that Add Value to Your Home

10/27/2019

All home improvement projects are not created equal.

While the average remodeling job recoups less than two-thirds of its cost at sale, according to Remodeling Magazine’s “2018 Cost vs. Value” report, some renovation projects are far better investments than ...

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529 Plans: Here’s What You Need to Know About Saving for College

10/27/2019

Sending your children or grandchildren to college can be a stressful time.

For some, this may the child’s first time away from home. This period can come with many stress factors, such as adjusting to their absence in the ...

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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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Recent News

Recent News

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

3/8/2020 12:00:00 AM EST
2 weeks ago

The passing of a spouse is one of life’s most devastating events.

Intense grief often leads to indecision and confusion when dealing with the ...

Seven Things You Should Know about Disability Insurance

Seven Things You Should Know about Disability Insurance

3/4/2020 12:00:00 AM EST
3 weeks ago

What would happen if you were unable to work for an extended period of time?

The chance of missing months or years of work due ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Labor Day: Office Closed

Labor Day: Office Closed

9/7/2020 12:00:00 AM EDT