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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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Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes

  • By Fairman Group
  • on December 7, 2020

Domicile is a lesser-known concept that goes beyond where you own property or where you spend most of your time and it is essentially intent-based. Domicile is a person's fixed, principle, and permanent home or the place they intend...

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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...

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Proposed Regulations on Carried Interest Taxation

  • By Fairman Group
  • on September 8, 2020

The TCJA quietly added a provision to tax certain ‘carried interests’ at a higher tax rate. That addition—Internal Revenue Code Section 1061 (IRC 1061)—taxes certain carried interests at the ordinary income tax rate. Simply stated, carried interest is the...

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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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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