The Latest From Our Blog

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.”

The Consolidated Appropriations Act was signed into law on December 27, 2020. This $900 billion coronavirus aid package provides another round of economic stimulus for those in need.

In December, many clients are busy wrapping up their charitable giving for the year. Last month a client and faithful donor asked if she should use her credit card to make charitable donations - in the past she had written checks.

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.

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.

When it comes to holiday contributions, it’s important to keep in mind a few details before giving to any charitable organization.

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.

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.

As social distancing becomes the new normal and economic concerns continue, consumer habits are undergoing an unprecedented transformation. While many of these changes in buying behavior are likely temporary, some practices may remain in place long term.

What’s your plan for paying for long term care as you grow older? Given the cost involved, protecting your retirement funds through advance preparation and a well-conceived strategy is the way to go.