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Mary Thompson
How to Avoid Becoming Financially Squashed in the Sandwhich Generation

One of the greatest stressors in life can happen when you become responsible for caring for an aging parent while still supporting your own children.  The Sandwich Generation is defined by the Pew Research Center as adults who have a living parent age 65 or older and are either raising a child under age 18 or supporting an adult child.  71% of the members of this generation are age 40-59.

The Hidden Value of Wealth Managers
The Hidden Value of Wealth Managers

Choosing a financial advisor to help navigate the maze of financial decisions you need to make over your lifetime can be a daunting task.  Financial advisors have many different designations, titles, and service offerings, which can make finding the right advisor difficult.  A wealth manager can be a great choice.

Donor-Advised Funds
Donor-Advised Funds

Establishing a donor-advised fund can be an effective vehicle for your charitable dollars while allowing you to delay the decision making process until you have more time to determine which charities you would like to be the beneficiaries of your charitable dollars.

Congratulations Mary Thompson, Our Leadership Howard County Premier Graduate!
Congratulations Mary Thompson, Our Leadership Howard County Premier Graduate!

Congratulations to Mary Thompson, CFP®, CASL®, Principal & Senior Advisor at FAI, for graduating from the Leadership Howard County Signature Premier Program! 

Advantages of Defined Benefit Plans for Small Business Owners
Advantages of Defined Benefit Plans for Small Business Owners

If you are a sole proprietor or small business owner with only a few employees, you may be missing out on a great opportunity to achieve two important goals: mitigating your income tax liability and increasing your retirement savings.