Retirement

Moving Costs

The Ups and Downs of Downsizing

7/3/2017

Many Americans who are approaching retirement or have already retired are drawn to the appeal of downsizing their homes.

They look around their spacious residences and realize they don’t need all that room—or the cleaning and maintenance that ...

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8 Tips to Retirement

Eight Tips To Make Retirement for Baby Boomers a Stress-Free Milestone

5/31/2017

If you’re one of the 75 million baby boomers in the U.S., you’re likely wondering if you’re financially prepared for retirement.

Many people feel overwhelmed and unsure when it comes to financial matters, particularly if you ...

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Making Music

Making Music

3/27/2017

“You are hearing the words and not the music.” - John Cleese.

At a recent lecture, Monty Python’s Flying Circus co-founder, John Cleese shared an epiphany (not his word).  During marriage counseling (John was married 4 times), he set about ...

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Recent News

Recent News

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

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

11/20/2019 12:00:00 AM EST
yesterday

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 ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

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 ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...