Financial Planning Archives - Topsfield Financial Group | Financial Planning

Traditional vs Roth IRAs: Frequently Asked Questions

by Cyndi Deal | Sep 16, 2022 | Blog, Financial Planning

What’s good about investing in IRAs?Can anyone have a traditional IRA?Can my stay at home spouse have an IRA?What makes Roth IRAs so special?Can anyone have a Roth IRA?Can I set up a Roth IRA for my spouse?Can I set up a Roth IRA for my child?What’s the...

Buying a Home: What To Do and How To Do It

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...

Higher Education Costs: How To Get The Best Tax Treatment

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...