Can I Live to 100 with Money to Spare?

That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan. Retirement planning no longer adheres to old methods, outdated assumptions or simple rules of thumb. Here are some big picture concepts that retirees or future retirees should keep in mind when beginning the planning process.

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.