Financial Planning Archives

2023 Year-End Planning Checklist

By Fairman Group
on December 4, 2023

This has been another year of uncertainty in current events and in U.S. financial markets. One thing that remains true and steadfast is the obligation to pay income taxes. Regardless of what the future brings, proactive year-end planning is...

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 “one size fits all” solution to claiming Social Security...

Fairman Group Welcomes New Employees & Congratulates Its Newest CFP® Certificant

By Fairman Group
on August 8, 2020

Fairman Group Family Office is excited to congratulate Jason McWilliams for earning his CFP® and welcome Eriona Howard, Matthew Ohenrich, Samuel Mullen, and Damaya Ennis to our team! Learn more about them here.

Five Frequently Asked Questions About Saving For Education

By Fairman Group
on July 22, 2020

There are many factors to consider when saving for future education costs—the time between now and when the funds are needed, risk tolerance of the investor, investment preference, and individual tax situation. It may be obvious, but we always...

Estate Planning Strategies During Uncertain Times

By Fairman Group
on June 22, 2020

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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