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Next Nest: Working Remotely Through COVID-19

  • By Fairman Group
  • on September 21, 2020

In this edition of Next Nest, the Carlsons’ son and his fiancée deal with working remotely during COVID-19 and leaving their NYC apartment to quarantine at the family’s beach house. Sate income taxation rules are complex, and the increase...

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Next Nest: Contemplating What Retirement Might Look Like

  • By Fairman Group
  • on March 4, 2019

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 gotchas regarding life challenges. In our last issue,...

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Next Nest: Your Children Start Having Children

  • By Fairman Group
  • on November 27, 2018

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

  • By Fairman Group
  • on August 20, 2018

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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Recent Posts
  • 2023 Year-End Planning Checklist December 4, 2023
  • Congratulations Fairman Employees November 12, 2023
  • Estate Planning Strategies for 2023 November 1, 2023
  • Welcome New Team Members December 15, 2022
  • IRS Annual Inflation Adjustments November 28, 2022
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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