Five Frequently Asked Questions About Saving For Education
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...
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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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Retirement: The Benefits of Planning Now
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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IRS Extends the Deadline for Payments Due April 15 Until July 15
The novel coronavirus (COVID-19) has caused a significant interruption to our country over the last few weeks. On March 18, the US Treasury issued Notice 2020-17 which provides new measures to assist taxpayers with their upcoming April 15 tax...
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College Cost Data for 2019-2020 School Year
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...
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