Do You Need Life Insurance?

If you’re unsure about whether you should buy life insurance, ask yourself: If I died today with no life insurance, would my family need to make substantial financial sacrifices and give up their lifestyle in order to meet their financial obligations.

When Wealth Becomes a Reality

Whatever the circumstances, with newly created or realized wealth comes great responsibility, significant complexity and potentially unsettling emotions. Handling this responsibility effectively can help ease your financial stress, simplify the associated burdens, and enable a more gratifying life experience.

Current Topics Affecting Your Financial Life

Welcome to our first issue of Fairman Group Perspectives, our enewsletter focused on sharing timely financial planning insights. In this edition we highlight how geopolitical tensions may impact oil prices and the economy, tips for protecting your identity, the IRS annual list of tax scams, the need to review withholding, and estate tax changes.