Fairman Financial Has Moved

Same Service. Same Team. New Location | After months of planning and preparation, we have moved our offices to Liberty Ridge in the Chesterbrook Business Park. Get a glimpse of our new office by watching our video. We look forward to seeing you at our new facility!

We’re Moving!

Fairman Group Family Office will be moving to a new location on June 1, 2019! Our new location is just a short drive from the current Berwyn office. Our phone numbers will remain the same, but please update your address book or contact software with our new address: 1200 Liberty Ridge Drive, Suite 320 in Wayne, Pennsylvania.

Including ‘Equity Compensation’ as Part of Your Total Financial Picture and Its Tax Implication

Equity compensation is pay in the form of company ownership or stock. It can be awarded instead of, or in conjunction with, regular cash compensation. Many employers consider equity to be a way of aligning an employee’s interest with the goals and growth of the company. It could take the form of: Restricted Stock, Stock Options, Employee Stock Purchase Plans, Stock Appreciation Rights, and Phantom Stock. We will focus on the most common types, Restricted Stock and Stock Options, looking at the top factors to consider.

Next Nest: Contemplating What Retirement Might Look Like

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, James, an executive with a publicly-held company headquartered in the Philadelphia suburbs and Jeanne, owner of a small public relations firm, received news that their first grandchild was on the way and sought ways to financially help their children and future grandchild. Now they find themselves wondering when they will be financially secure enough to spend their winters someplace warm. Have they saved enough money for James to consider stepping down from his high-paying, high-stress position?