FAI-Assets & Income

Receiving a windfall is everyone’s fantasy.

 We all dream of winning the lottery or getting a six-figure check in the mail. But if you do unexpectedly receive a large sum of money, what’s the best way to handle it?  Put the experience of FAI to work to establish prudent, value-driven financial solutions for your newfound wealth.       

  • Receiving gifts or other large sums of money, such as winning the lottery, come with their own financial implications. You may be overwhelmed by monetary requests from family and friends and aren’t sure how to handle them. Or perhaps you need guidance about the associated tax consequences of the gift you received. We’ll work with you to create a financial plan that addresses your questions and concerns, as well as your current needs and future plans.
     
  • Inheriting money can be an emotionally-charged and confusing experience. It often creates anxiety in the recipient, usually resulting from the sense of responsibility toward the loved one who passed. Many recipients of a large inheritance don’t know what do first or where to turn for guidance. A proactive strategy that balances the giver’s legacy with your own priorities can provide direction for your new prosperity as well as personal, financial, and psychological benefits. FAI’s compassionate team of advisors can design a workable plan makes the most of your inheritance, now and for the future.

Recent News

Recent News

Open House

Open House

7/20/2018 12:00:00 AM EDT
3 days ago

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices ...

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

7/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – July 10, 2018 – FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...