IN THE NEWS

According to a study by TransUnion, Gen Z makes less money than millennials did ten years ago at the same age. Gen Z is making smart money moves by seeking the trusted guidance of finance professionals to strategically plan for their financial future. Wealth Manager Kristen Kuzma, CFP® [...]

Listen in as Mark Weiskind, CFP, CPA/PFS (inactive) joins the Milemarker Connected Advisor Podcast. The discussion ranges from consolidation in the RIA space to how Fairway delivers reliable value for its clients. "For most firms in our industry, the value proposition is based on aspirational concepts and predictions and things investors and advisors don't have any control over. We focus on things that are controllable, where the value is reliable and consistent."

Fairway is excited to be featured in a retirement-related story from FA Magazine, a premier source of investing and financial planning news. Our wealth manager Dina Powers spoke about 401(k) rollovers and the transferring of retirement funds. Many retirees may consider shifting money between their IRAs and 401(k) [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]