Fairway wealth manager Dina Powers recently appeared in Financial Advisor Magazine, an RIA and financial news magazine featuring the latest trends and industry best practices. In a discussion on the benefits and drawbacks of traditional 401(k)s vs. IRA accounts, Dina noted that a client’s financial pipeline – along with their expected retirement age – can [...]
The prominent Tax Cuts and Jobs Act (TCJA) hangs in the balance as we approach November’s presidential election (and the major legislation’s expiration date of late 2025). Our managing director and president – Mark Weiskind, CFP, CPA/PFS (inactive) – spoke with Family Wealth Report about a variety of tax and estate planning policies that could [...]
With summer winding down, the end of the year is right around the corner! Now is the perfect time to start year-end tax planning. At Fairway, we’re here to help prepare you for next year’s taxes and guide you toward better financial outcomes. Wealth Manager Brian Tullio was recently featured in an article by GOBankingRates, [...]
Major life events – whether planned or unexpected – can throw a curveball into the financial planning process. At Fairway, we’re well versed in coaching our clients on best practices with their money during significant life milestones like their marriage, purchasing a home, and sometimes even divorce. Wealth Manager Brian Tullio recently spoke with GOBankingRates [...]
At Fairway, we believe our clients should be in the driver’s seat of their financial journey. We are proud of our approach to providing reliable value, allowing clients the freedom to make their own informed choices supported by our team’s skilled guidance. Our President Mark Weiskind, CFP, CPA/PFS (inactive) recently spoke with Josh Welsh at [...]
Preparing for retirement can be a challenging yet rewarding experience. At Fairway, one of our top priorities is to ensure clients are set up for success during their golden years. An important factor to consider in the process is selecting the right time to retire. Wealth Manager Taylor Papiernik, CFP® recently provided his thoughts on [...]
Loaning money to family members can be tricky if you’re not careful. Although some view it as a way to alleviate potential issues, without proper guidance, you could wind up creating new ones. Our President Mark Weiskind, CFP, CPA/PFS (inactive) spoke with Barron's and shared his thoughts on how to avoid complications when navigating intra-family [...]
Should you let AI manage your retirement plan? Fairway partner Chris Martin, CFP® shares with U.S. News & World Report that this powerful tool is not a substitute for personal judgement when it comes to financial advice. Click here for the full article.
While tax implications might not be front of mind following the loss of a loved one, it’s important that advisors take into account these financial changes. Our president, Mark Weiskind, CFP, CPA/PFS (inactive), shared insights into how clients may be financially impacted by their spouse’s death in Financial Advisor Magazine. Click here for the full [...]
When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts. Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals by holding tax-preferred investments outside of qualified [...]
