by pairtreefindev | Apr 22, 2022 | Blog, Retirement Planning
Many people think that Social Security only provides retirement checks, but that’s just part of what the Social Security Administration (SSA) does. In the event of your death, your survivors may also be entitled to Social Security benefits, an important...
by pairtreefindev | Apr 22, 2022 | Blog, Retirement Planning
When must you start withdrawing the funds in your retirement plans? And what happens if the funds aren’t withdrawn before you die? To what extent will your heirs be taxed? The rules are complex but there are ways the savvy taxpayer can maximize the tax shelter....
by pairtreefindev | Apr 18, 2022 | Blog, Financial Planning
This guide discusses how much money to save for a down payment, how to work with a real estate agent, how to negotiate, and what you need to know about closing on your new home–including fees and other costs. Deciding How Much To SpendWorking With Your Real...
by pairtreefindev | Apr 18, 2022 | Blog, Financial Planning
Financial Guide strategies you can use to build savings for higher education, and tax credits currently available to help ease the financial burden of paying for education. Coverdell Education Savings Accounts (Section 530 Programs)Qualified Tuition Programs (Section...
