FAI Wealth Management

06/10/2022

Throughout the last two years, investors have seen social and geopolitical events send the stock market into historic highs and lows. Each time the market takes a turn, many clients ask, “How do I preserve my wealth in this volatile market?” FAI’s answer always starts with our investment principle of diversification. Read more about the strong impact of diversifying investments in today's market here: https://faiwealth.com/blog

05/04/2022

One of the most important decisions that must be made at some point is where your parents should live as they grow older. Each type of housing option has its advantages and disadvantages. Compare a few options here. https://faiwealth.com/blog

04/14/2022

Tax deductions and tax credits lower the amount of taxes owed to the government. Understand the fundamental differences between these two terms here.

When it comes to preparing your taxes, the idea of tax deductions and tax credits can be music to any taxpayer’s ears. That’s because both lower the a...

03/03/2022

Are you a grandparent or parent and want to learn more about saving for children’s college? Read 4 FAQs about 529 accounts (investment college savings accounts) here.

Nadine was overjoyed when she called to tell us the news: her daughter and son-in-law were expecting – she was going to be a grandma! While Nadine is ...

02/14/2022

Investors cannot know with certainty what performance stocks and bonds will return next quarter, next year, or even five years from now. Learn more about FAI’s perspective of riding out fluctuations in the market here.

Investors cannot know with certainty what performance stocks and bonds will return next quarter, next year, or even five years from now. Research indi...

01/12/2022

Want to make 2022 your most tax-efficient year yet? Here are 4 ways to achieve your goal.

There are a lot of big things to plan for in a new year such as upcoming vacations, charitable goals, and everyone’s favorite… tax law changes! But do...

12/09/2021

We have created a downloadable, fillable Letter of Instruction template to provide a way to organize key personal, financial, and health documents in one place. Learn more and access the template here.

Annette is a proactive client – she and her husband Charlie have been working through our checklist of conversations with their children and are simpl...

11/11/2021

Looking for guidance about which documents to keep and which are okay to shred? FAI has created a resource to clear up the confusion and misconceptions. Read more here.

When Kelly first came to FAI Wealth Management, she was drowning in paperwork. She had been told to keep important documents anywhere from one year to...

10/22/2021

Our latest blog post explores long-term care insurance further, reviewing long-term care policy limits. Read here.

Many people choose to purchase a long-term care (“LTC”) policy to help cover the high costs of in-home health care and nursing care. To help you under...

10/08/2021

Check out our new blog to learn about four types of long-term care insurance to consider that may protect savings and estate values from being depleted by expensive long-term care.

Around 70% of adults over the age of 65 will need long-term care (“LTC”) support during their lives[1], ranging from in-home health care to nursing ho...

09/03/2021

Has your security been compromised? Here are 7 steps to follow if your financial accounts have been hacked.

From ordering groceries online to paying a pet sitter on Venmo, many of us rely on online transactions every day – but what happens when someone uses ...

08/16/2021

Check out our newest blog about 7 conversations to have when approaching senior age.

It can be challenging to grow older and need assistance. But it can be a blessing too – an opportunity to learn, grow closer to loved ones, and prepar...