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Market & Economic Snapshot Q4 2023

January 24, 2024
Fairlight Advisors

  DOWNLOAD FULL SNAPSHOT HERE Read More

Filed Under: Quarterly Report, Blog, News

NCJW presents seminar on tax strategies for Wednesday, Nov.15 in Donner Room

October 26, 2023
Fairlight Advisors

  by NCJW The National Council of Jewish Women presents simple year-end tax strategies to maximize charitable gifts and decrease taxes. Whether someone writes a modest personal check to a nonprofit or has a charitable giving plan that includes a donor-advised fund or direct payments from an IRA, are they making the most of their generosity? Would one like to have a greater impact on the organizations about whom they Read More

Filed Under: News

Market & Economic Snapshot Q3 2023

October 17, 2023
Fairlight Advisors

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Filed Under: Quarterly Report, Blog, News

‘Coast FIRE’ Can Give You Peace of Mind About Retirement. This Formula Shows How Much Money You’ll Need

September 13, 2022

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Filed Under: Media Articles, News Tagged With: 403 b, 401 k, financial planning, Retirement Planning, Retirement Savings

U.S. News & World Report: What Are the Types of IRAs?

September 12, 2022

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Filed Under: investing, News Tagged With: financial planning, Retirement Planning, Retirement Savings, IRA Accounts, Sep-IRA, Roth IRA

Here’s Female-Given Advice on How to Prep for Retirement No Matter Your Generation

September 7, 2021

As published by ParadeBy Lambeth Hochwald | Aug. 27, 2021, at 5:00 a.m.If you’re ready to do a check on your own financial plans, read on for what Gen Z, millennials, Gen X and boomer women need to know right now about retirement planning and goal setting.Chloé Bare, 30, spent two years setting aside retirement funds by creating a budget—and sticking to it. “When I started I had almost zero knowledge about money,” Read More

Filed Under: Blog, News

What to Do If You Lose Money in Your 401(k)

August 26, 2021

As published by U.S. News & World ReportHere's what can lead to a decline in your 401(k) balance and how to avoid setbacks.By Rachel Hartman | Aug. 25, 2021, at 11:00 a.m.If you have made contributions to a 401(k) through your employer, it’s natural to be concerned about the plan’s performance. Like all investments, there are risks involved with setting aside funds for the future. While many 401(k) plans are Read More

Filed Under: Blog, News

What the World’s Richest Woman Can Teach Us About Charitable Giving

September 23, 2020

As published by NextAdvisorBY Ryan Haar, Staff WriterSeptember 23, 2020Whether you have $25 million or $25 to spare, there’s a lot to learn from how the world’s richest woman, MacKenzie Scott, is donating her fortune. Scott, who was named Tuesday to TIME’s list of the 100 most influential people of 2020, outlined how she divvied up $1.7 billion to different charitable organizations in Read More

Filed Under: Blog, News

This Is How Your Work, Spending And Life Changes From This Point Forward

March 26, 2020

As published by ForbesBY Chris Carosa, Senior ContributorMar 26, 2020,11:07am EDTAmerica has not seen this kind of massive national mobilization since World War II. You might have thought that particular America was long past, but today’s events prove we can still be a united nation. As the old saying goes, “when the going gets tough, the tough get going.”And America is one tough nation.Look at the many Read More

Filed Under: Blog, News

FORTUNE: What is a 401(k)? And why do you need one?

March 25, 2020

As published by Fortune/Careers/Retirement PlansBY SARAH FIELDINGMarch 24, 2020 1:00 AM ESTNot that you need more things to be stressed about right now, but does hearing the term “401(k)” leave you sweating? It can seem daunting, but a 401(k) is just an account designed to help you save money for retirement. Yes, it’s truly as simple as that.Employees across generations need to be thinking about retirement funds Read More

Filed Under: Blog, News

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Fairlight Advisors, LLC
505 Montgomery Street
10th Floor
San Francisco, CA 94111
Phone: 1.844.309.6248
Email: support@fairlightadvisors.com
1.844.309.6248
support@fairlightadvisors.com
505 Montgomery Street
10th Floor
San Francisco, CA 94111
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Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Fairlight, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.


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