FAS Wealth Partners

RESOURCES

Access our in-house content library covering a broad spectrum of financial topics

Helping aging parents with financial planning and preparing important estate planning documents

When Your Parents Need You to Be the Adult

Helping aging parents with financial planning starts long before a crisis. Learn how to organize important documents, discuss estate planning, prepare for long-term care, and protect your family's financial future....
Study abroad financial planning for affluent families, including 529 plans, insurance, taxes, and international travel preparation.

Before They Board the Plane: What Substantial Wealth Doesn’t Simplify About Study Abroad

Planning for study abroad involves more than tuition. Learn how affluent families can prepare for 529 plan rules, insurance, taxes, banking, and other important financial considerations before their student leaves the country....
Estate strategy review with a financial advisor

Estate Strategy: Does the New Tax Law Change What Your Family Needs?

The new federal estate tax exemption is higher than ever, but that does not mean your estate strategy is complete. Learn how state estate taxes, trusts, beneficiary designations, and outdated estate documents could still affect your family's legacy....
Retirement strategies for women can help support long-term financial security.

Helpful Retirement Strategies for Women

Retirement strategies for women can help address longevity, retirement savings, and long-term financial security through proactive planning....
Retirement planning for women involves preparing for longevity, healthcare costs, and retirement income needs.

Retirement Planning for Women: Key Considerations for Long-Term Financial Security

Women often face unique retirement planning challenges. Learn key considerations for retirement income, Social Security, healthcare costs, and long-term financial security....
Market declines are a normal part of long-term investing.

Market Declines: Pullbacks, Corrections, and Bear Markets

Market declines are a normal part of investing. Learn the differences between pullbacks, corrections, and bear markets and why maintaining a long-term perspective matters during periods of volatility....
Couple discussing retirement planning for couples with a financial advisor

The Retirement Conversation Couples Keep Avoiding

Retirement planning for couples involves more than savings and investments. Learn six important questions that can help align expectations and prepare for a successful retirement together....
Financial windfall planning after a business sale or liquidity event

What Would You Do With a Financial Windfall?

A significant financial windfall can change your future, but the decisions made in the months that follow often matter more than the amount itself. Learn practical strategies for navigating inheritances, business sales, ESOP distributions, and other liquidity events....