Estate Planning Strategies During Uncertain Times
This could be an opportune time to consider transferring wealth to future generations—by transferring assets (at lower values) and taking advantage of historically low interest rates. As the world continues to face these unprecedented times, we at Fairman Group...
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The Latest News Affecting Your Financial Life
The January 2020 edition of Fairman Group Perspectives highlights the retirement plan changes, Medicare costs, and college costs and trends.
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New Spending Package Includes Sweeping Retirement Plan Changes
While there are several positive outcomes to the SECURE Act, such as being able to contribute to an IRA beyond age 70 ½ and increasing the Required Minimum Distribution (RMD) age to 72, there is also a potentially negative...
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How Will the SECURE Act Affect You?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the biggest pieces of legislation regarding retirement plans in recent memory. As with any update to the tax and retirement planning landscape, it’s important to review...
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The Latest News Affecting Your Financial Life
This edition of Fairman Group Perspectives highlights the PMI decline and economic impact, the need for life insurance, Medicare Open Enrollment, and more! Learn about the latest news affecting your financial life.
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