Safe Haven $olutions

A Tax Planning Checklist

Taxes could be one of your largest expenses in retirement. In this episode, we dissect important actions to help you optimize the efficiency of your retirement strategy and identify key items that should be on your end-of-year tax planning checklist.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Retirement Account Contributions Check-Up

You may be counting on your retirement accounts to hit your savings goals, as well as provide you the income you need to sustain your retirement. That’s why it’s so important to make sure you optimize your contributions and understand the role they can play in your strategy.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

End-of-Year Retirement Housekeeping

When checking up on your retirement strategy, you might be overwhelmed with news, options, terminology, and due dates…  So, to help get you started, in this episode we discuss  the main aspects of your retirement plan to check up on before the end of the year. 
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Mistakes to Avoid When Adjusting Your Portfolio for Inflation

When it comes to checking up on your finances, hopefully, you’ve found that your strategies already account for inflation risks. In this episode, we look to understand the misconceptions associated with inflation mitigation strategies, and learn more about the costs of adjusting your overall financial strategies.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Strategies You Could Use to Fight Inflation

Whether inflation is at 1% or 10%, it’s important to have a long-term strategy for how to address it. Over time, inflation can diminish how far your hard-earned savings really go. So, what options do you have, and what are a few strategies to fight inflation? Tune in!
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

The Fed on Inflation and the Road to Economic Stability

The chairman of the Federal Reserve, recently issued statements on the state of inflation and what he sees is the road to economic stability. While a recession would have to occur to bring prices back down to where they were, there’s still hope to balance the economy, and the answer just might lie in incentivizing wage increases.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

The Impact of Inflation on Prices from 2020 to 2024

Inflation stats are usually reported on a year-over-year basis. But for almost 3 years, inflation has been a prevalent topic in our lives. Since 2020, total inflation is reported to be around 21%! In this episode, we dissect the total effect of inflation on your retirement.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

The Federal Reserve and Maintaining Autonomy

The Federal Reserve is one of the most important factors controlling the US economy. They control the money supply, which helps control prices by incentivizing institutions, businesses, and individuals in their buying, lending, and borrowing decisions. These decisions are a-political, however, Trump wants to change that...
 
 
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The Question on Tariffs

Tariffs may or may not have a role to play in supporting the American economy. But in remarks, Trump has stated that tariffs would be paid by China and foreign countries and bring back jobs to the US—which isn’t exactly how tariffs work. To fully understand how and to what degree tariffs might impact our economy, and therefore you, let’s discuss how tariffs really work!
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Trump and the Stock Market

In the early days after the election results came in, the stock market has looked rosily at four more years of Trump. But with such sweeping fiscal policies on the docket in a Republican-leaning House and Senate, more radical changes could pass…  On this episode, we discuss how that might affect your portfolio.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!