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Protective Refund Claims for Taxes Paid Under the Affordable Care Act (ACA)

  • By Fairman Group
  • on March 2, 2021

April 15th is not just Tax Day. It is also the deadline to file a protective refund claim for timely-filed 2017 tax returns. Currently there is litigation pending in the Supreme Court challenging the constitutionality of the tax provisions...

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Strategies for Claiming Social Security Benefits

  • By Fairman Group
  • on February 1, 2021

When to claim social security is a very personal choice, so it’s important to consider not only your monthly retirement benefit, but also your overall financial picture. There is no ā€œone size fits allā€ solution to claiming Social Security...

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Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes

  • By Fairman Group
  • on December 7, 2020

Domicile is a lesser-known concept that goes beyond where you own property or where you spend most of your time and it is essentially intent-based. Domicile is a person's fixed, principle, and permanent home or the place they intend...

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Growth Versus Value—A Balancing Act, Not an All or Nothing Approach

  • By Fairman Group
  • on October 29, 2020

Over the last decade, there hasn't been much to complain about when it comes to equity performance. Even after the sharp decline seen in financial markets earlier this year, equity indices have rebounded with strength and now sit at...

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Our 2020 Year-End Planning Checklist for Uncertain Times

  • By Fairman Group
  • on October 26, 2020

One adjective that describes this year is ā€˜uncertain’. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.

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Recent Posts
  • Protective Refund Claims for Taxes Paid Under the Affordable Care Act (ACA) March 2, 2021
  • Strategies for Claiming Social Security Benefits February 1, 2021
  • Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes December 7, 2020
  • Growth Versus Value—A Balancing Act, Not an All or Nothing Approach October 29, 2020
  • Our 2020 Year-End Planning Checklist for Uncertain Times October 26, 2020
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About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

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1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA, 19087
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement