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

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.