Life Events Archives

Child Tax Credit Update

By Fairman Group
on July 7, 2021

The American Rescue Plan Act changed the way that the Child Tax Credit is paid to eligible parents for 2021. Instead of being claimed as a credit on your income tax return as was previously the case, starting this...

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...

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...

Retirement: The Benefits of Planning Now

By Fairman Group
on May 18, 2020

In our present and uncertain times, sitting down to do long-term planning may not be a top priority but it should be. There is enormous value in assessing your financial condition in connection with your evolving goals and aspirations....

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