Strategic Financial Planning Archives

2023 Year-End Planning Checklist

By Fairman Group
on December 4, 2023

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...

Benefiting From Historically Low Mortgage Rates

By Fairman Group
on October 7, 2020

If you have not given serious thought to refinancing or analyzing how borrowing at low rates may benefit your broader financial situation, now is the time. Many financial rates are at historic lows due to current conditions, market instability...

Stress Test Your Portfolio

By Fairman Group
on June 1, 2020

Will this market decline and volatility change my plans? Will I still be able to retire when I had planned to? In Financial Planning, it is critical to understand if your current actions are enough to accomplish your goals,...

The Latest News Affecting Your Financial Life

By Fairman Group
on January 18, 2020

The January 2020 edition of Fairman Group Perspectives highlights the retirement plan changes, Medicare costs, and college costs and trends.

College Cost Data for 2019-2020 School Year

By Fairman Group
on January 16, 2020

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...