A Good Plan Today Is Better Than a Perfect One Tomorrow

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With extreme volatility in today’s markets and uncertainty in many professional and personal lives, financial planning with a trusted, credentialed advisor is more crucial than ever. In this brief video Fairman Group Partner, Shawn Kindt CPA/PFS, CFP®, explains the benefits of creating a financial plan—and routinely revisiting that plan—to assess progress and make necessary or desired adjustments. In Shawn’s words, “A good plan today is better than a perfect one tomorrow.”

Important CARES Act Provisions

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On Friday, March 27 the Coronavirus Aid, Relief, and Economic Security “CARES” Act was signed into law. The key issues covered in the almost 900-page bill include provisions such as providing liquidity to individuals and businesses, expanding unemployment benefits, and incentives for businesses to retain employees. A few of the provisions are as follows.

Constructive Portfolio Actions: Portfolio Improvements Amid COVID-19

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The COVID-19 pandemic has had a significant impact on global economies and world markets (to say nothing of the health tragedies). In volatile times like these, human nature causes many investors to want to sell their portfolios for fear of major losses—short term and potentially long term. Before we delve into this topic further, we want to remind clients about a few core tenets of portfolio construction and asset allocation.

How Individual Taxpayers Can Benefit From PA Educational Tax Credits

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Individual taxpayers can take advantage of educational tax credits on their Pennsylvania Individual Income Tax Returns through the use of a Special Purpose Entity (SPE). A SPE is a pass-through entity specifically set-up to aggregate contributions of donors and contribute the money to the qualified organizations. SPEs are set up by organizations that apply for and receive educational tax credits from the Commonwealth of Pennsylvania.

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