Next Nest: Your Children Start Having Children
If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won't want to miss our series about the financial implications, opportunities and gotcha’s regarding life challenges. In our last story...
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Next Nest: Volume 1
Meet the Carlsons: James, age 60, is a VP and Director at a publicly-held company headquartered in Radnor, PA. His compensation package includes stock options, restricted stock and deferred compensation, in addition to his base salary and bonus. His...
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The 2% You Haven’t Heard About…
THE 2% YOU HAVEN’T HEARD ABOUT… AT FAIRMAN, WE ARE PROUD TO BE PART OF THE 2% AND WOULD LIKE TO SHARE ITS ADVANTAGES WITH YOU. When it comes to personal wealth, most people think of the 1%—those individuals...
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Proposed Tax Reform Legislation
A lot has been written and said about the current efforts in Congress to pass “tax reform”. We have and will continue to discuss the proposals and their impact with our clients in planning meetings, etc. To date we...
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