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Understanding Tax Reform & It’s Impact on Current and Future Planning

February 9, 2024November 29, 2017 by Fairman Financial
Income tax reform

A lot has been written and said about the current efforts in Congress to pass “tax reform”. We have and will continue to discuss the … Read More

Navigating Senior Housing Options: Home Care, Assisted Living & Nursing Homes

February 14, 2024September 28, 2017 by Fairman Financial
Housing Options for Older Individuals

As you grow older, your housing options may change. Maybe you’ll get tired of doing yard work. You might want to retire in sunny Florida … Read More

Concentrated Stock Strategies to Protect Wealth

February 6, 2024July 3, 2017 by Fairman Financial
Concentrated Stock Positions

If one stock represents 20-30% or more of your portfolio, your wealth may be too concentrated and therefore subject to risk from the ups and … Read More

What You Need to Know When Changing Jobs

February 6, 2024July 3, 2017 by Fairman Financial

If you’re changing jobs in the near future, there are steps you can take now to make sure the transition goes smoothly for your personal … Read More

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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.
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  • Expertise
  • Services
    • Comprehensive Financial Planning
    • Investment Management
    • Tax Planning & Preparation
    • Family Office Services
  • Insights
  • About
    • Team
    • Careers
  • Account Access
    • Client Login
    • Charles Schwab
    • eMoney
    • Pay an Invoice
    • TaxCaddy
    • ShareFile
  • Contact