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The Latest From Our Blog

The Benefits of Beneficiary Designations Thumbnail

The Benefits of Beneficiary Designations

Grace was so happy - her granddaughter, Sarah, had gotten married! The last time I had seen her this happy was when Sarah graduated college. Being a financial planner, I felt I had to tell her, “Make sure she and her husband update their beneficiary designations.” The financial planner in me continued, “If they do not change their beneficiary designation on their retirement accounts, life insurances, and annuities, the surviving spouse could get nothing.”

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Aging Parents Ebook:  Late Milestones, Part 3 Thumbnail

Aging Parents Ebook: Late Milestones, Part 3

Navigating the transition into and through one’s 80s & end of life. As you go down the sometimes difficult road of caring for your elderly parents, you’ll confront a range of challenges, from the profound to the practical. Caring for your elderly loved ones when they need you the most is one of the most important roles you will ever play. This guide is intended to provide helpful information so you can give your aging loved ones the very best possible care in their final years.

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Aging Parents:  Middle Milestones, Part 2 Thumbnail

Aging Parents: Middle Milestones, Part 2

Caring for our aging Parents: Navigating the transition into and through one's 70s. It can be challenging to watch our parents grow older and need more assistance. But it can be a blessing, too — an opportunity to learn, to grow closer, and to prepare for the future. It’s important to have an honest discussion with your parents about their needs and goals, and what you can do to help. We hope you find this guide useful to your efforts in assisting your parents as they transition through their 70s.

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Aging Parents:  Early Milestones, Part 1 Thumbnail

Aging Parents: Early Milestones, Part 1

Retirement represents a time of tremendous transition—changing schedules, finances, healthcare, living situations, and more. If your parents have recently retired or about to enter this next phase of their lives, new situations will be encountered, a lot of learning will take place, and plenty of decisions will need to be made. It’s an exciting time of life, especially if they — and you — are prepared for it. This e-book is designed to provide you with the support and guidance you need to help your parents navigate this transition with ease.

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FAI's Ten Investment Principles Thumbnail

FAI's Ten Investment Principles

FAI was founded in 1987 by Mike Martin, when he left T. Rowe Price with the commitment to bring wall street to main street. For over 30 years we have created diversified portfolios using publicly traded individual stocks, bonds, and funds. Based on our investment experience we developed FAI’s Ten Investment Principles to guide us in investing your savings.

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