Articles

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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more

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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more

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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more
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 ...

read more

Recent News

Recent News

FAI 2019 First Quarter Investment Commentary Webinar

FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019 12:00:00 AM EST
3 weeks ago
Curt Gross, Chief of Investments Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer ...

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
3 weeks 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 ...

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 ...