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 distribution—or...
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Reconsider ROTH Conversions
What impact will rising income tax rates have on my retirement? Do I understand the tax impact of leaving my retirement assets in trust? How will my retirement account distributions impact my taxes? In the current environment, where market...
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Stress Test Your Portfolio
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,...
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Retirement: The Benefits of Planning Now
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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A Good Plan Today Is Better Than a Perfect One Tomorrow
With extreme volatility in today’s markets and uncertainty in many professional and personal lives, financial planning with a trusted, credentialed advisor is more crucial than ever. In this brief video Fairman Group Partner, Shawn Kindt CPA/PFS, CFP®, explains the...
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