Financial Planning Archives

A Good Plan Today Is Better Than a Perfect One Tomorrow

By Fairman Group
on April 15, 2020

With extreme volatility in today’s markets and uncertainty in many professional and personal lives, financial planning with a trusted, credentialed advisor is more crucial than ever. In this brief video Fairman Group Partner, Shawn Kindt CPA/PFS, CFP®, explains the...

How Unintended Risk May Be Creeping Into Your Portfolio

By Fairman Group
on January 30, 2020

The stock and bond markets have had spectacular returns since the trough of the market on Christmas eve 2018. The stock market (S&P 500) is now up 44.7% and the bond market (Bloomberg Barclays US Aggregate Bond Index) is...

The Latest News Affecting Your Financial Life

By Fairman Group
on January 18, 2020

The January 2020 edition of Fairman Group Perspectives highlights the retirement plan changes, Medicare costs, and college costs and trends.

College Cost Data for 2019-2020 School Year

By Fairman Group
on January 16, 2020

Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. Tuition and fees increased 2.3%; room and board increased 2.9% for in-state students. Private college increased a little more...

How Will the SECURE Act Affect You?

By Fairman Group
on January 14, 2020

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...