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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...

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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...

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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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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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IRS Extends the Deadline for Payments Due April 15 Until July 15

  • By Fairman Group
  • on March 19, 2020

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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Recent Posts
  • Strategies for Claiming Social Security Benefits February 1, 2021
  • Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes December 7, 2020
  • Growth Versus Value—A Balancing Act, Not an All or Nothing Approach October 29, 2020
  • Our 2020 Year-End Planning Checklist for Uncertain Times October 26, 2020
  • Benefiting From Historically Low Mortgage Rates October 7, 2020
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About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

Contact Us

1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA, 19087
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement