The Latest From Our Blog

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

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.

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.

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.

According to the Federal Trade Commission, Americans have already lost an astonishing $77 million to pandemic-related scams.

In fiscal matters, they say panic isn’t a strategy. But neither is indecision. That’s why gaining perspective from a knowledgeable, trusted financial professional is so important in the face of adversity.

Historically, owners of retirement accounts (including IRAs, SEPs, Simple IRAs, 401(k)s, and other defined benefit plans) were legally required to start taking withdrawals by April 1 of the year after they turned 70 and ½.

According to the U.S. Census Bureau’s 2017 National Population Projections, all baby boomers will be older than age 65 by the year 2030. This will expand the size of the senior population such that one in every five American residents will be of retirement age. As older citizens become more populous, accessory dwelling units, or ADUs, are emerging as a popular trend.

Navigating the Medicare Maze: In our last blog, we explored some helpful tips to make your transition into retirement a smooth one. In addition to plans for retirement income and Social Security, you should develop a strategy for your Medicare coverage.