2023 Year-End Planning Checklist
This has been another year of uncertainty in current events and in U.S. financial markets. One thing that remains true and steadfast is the obligation to pay income taxes. Regardless of what the future brings, proactive year-end planning is...
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Strategies for Claiming Social Security Benefits
When to claim social security is a very personal choice, so itās important to consider not only your monthly retirement benefit, but also your overall financial picture. There is no āone size fits allā solution to claiming Social Security...
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Latest News Affecting Your Financial Life
The July 2020 edition of Fairman Perspectives highlights several topics related to the current market surrounding COVID-19. Topics include speculative investments, performance benchmarks, retiree confidence, and other topics related to investing. Learn more!
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Retiree Confidence Drops: Are You Worried?
In January, 69% of workers expressed confidence in their ability to live comfortably during retirement, compared with 67% in 2019. In late March, the percentage dropped slightly to 63%. A closer look reveals vastly different perceptions about future retirement...
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Take Advantage of the RMD Waiver
The CARES Act offers some unique retirement planning opportunities relative to RMDs. If you do not need to make a withdrawal to fund cash flow this year, you can avoid an extra tax liability by not taking a distributionāor...
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