Blog - Fairman Financial

The 530A Account: How to Set Up a “Trump Account” for Your Children

May 22, 2026 by Julia Bonner

Hand putting a coin into a blue piggy bank next to coin stacks, illustrating personal finance and savings tips.

Among the options for creating long-term investment wealth for your children and a family as a whole is the newly introduced 530A “Trump Account” for … Read More

Beyond the Will: Keeping Your Beneficiary Designations Current

May 22, 2026May 20, 2026 by Julia Bonner

Last Will and Testament document on a clipboard with cash and keys, illustrating estate planning and asset inheritance.

Adding beneficiaries to your accounts is among the most important financial decisions you’ll ever make. Yet, most people don’t fully understand beneficiary designation rules and … Read More

Fairman Financial Employee Highlights

March 25, 2026February 24, 2026 by Fairman Financial

Professional growth is a cornerstone of our culture at Fairman Financial. We’re proud to welcome new team members and recognize colleagues who have achieved significant milestones through certification, leadership advancement, and expanded responsibilities. #WealthManagement #FinancialPlanning #TeamGrowth

Why Families Should Focus on Preserving Wealth

January 6, 2026December 12, 2025 by Fairman Financial

coins stacked going upward indicating wealth

Discover the power of generational wealth with insights from Fairman Financial! Learn how to build a lasting legacy and pass it on to your loved ones. 💰✨ #GenerationalWealth #LegacyBuilding #FairmanFinancial

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