Safe Haven $olutions

Helping You Navigate A Changing Financial World

With a confusing and volatile financial landscape, financial advisors like us play a unique and crucial role in retiree’s and pre-retiree’s lives. We help people make decisions about their money that truly work for them. As tech-enabled tools take care of the busy work, it allows us to use our real expertise in tailoring services for your unique circumstances. Let's discuss!
 
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What to Know Before Selling Your Home in Retirement

Whether you’ve lived in your home for decades, or hopped houses every few years, the taxes associated with a home sale are important to understand if you’re expecting to gain proceeds as a way to finance your retirement needs. Let's discuss!
 
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Executing Tax Minimization Strategies

One of the largest expense categories in retirement is tax. However, you have more control than you think over how your money is taxed in retirement. That’s because, in many ways, you’re paying yourself. So, let’s jump in to understand what levers you may have to pull when it comes to the tax question in retirement.
 
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Financial Security for Your Family Starts with You

Coordinating a financial strategy between you and your spouse can be complex. Of course, it’s of the utmost importance that you take care of them, but as the saying goes, before you can take of others, you must first take care of yourself. The same is true when it comes to your financial plan. Let's discuss.
 
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Retirement on a Team: Spousal Financial Strategy

As a couple, it can be difficult to figure out where your financial strategy ends and your partner’s begins. And the truth is, it depends on your unique situation to know the exact answer to that question. In this episode, Larry and Kim discuss some key concepts to help you understand where the benefits and difficulties lie in terms of spousal financial and retirement planning.
 
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How Stable Finances Can Mean a Happy, Healthy Retirement

When you’re still working, financial setbacks can feel like temporary speed bumps. But once you retire, everything shifts. You’re no longer earning in the same way, and the money you’ve saved has to support your lifestyle, health, and goals for the rest of your life. That’s why having stability in your finances isn’t just helpful, it’s essential. A steady income, the right insurance, a reliable place to live, and a plan for health care aren’t just financial checkboxes—they’re the foundation for a happy, healthy retirement. Let's discuss!
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Adjusting to Retirement Lifestyle

There are so many ways to find fulfillment in retirement—whether it’s pursuing a lifelong passion, picking up a new hobby, or spending more time with family. But making the most of this chapter isn’t just about how you spend your time—it’s about how you adjust to a new rhythm, a new sense of purpose, and a new definition of success. Let’s jump in.
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Living Healthy and Saving Money

Living a healthy lifestyle isn’t just good for your body and mind—it can be one of the most impactful ways to lower your long-term healthcare costs. Before diving into complex insurance options that might even be more expensive when you’re less healthy, or worrying about future medical bills, it helps to start with something simple: the everyday habits that keep you well.
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Covering the Costs of Your Health

Healthcare costs are one of the biggest financial challenges you could face in retirement—and they’re often underestimated. From navigating Medicare to making the most of a Health Savings Account (HSA) to planning for long-term care, it’s crucial to understand what’s covered, what’s not, and how to prepare. Let’s discuss!
 
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The Bedrock of Retirement Is Consistency and Stability

When you were young, it probably felt like you had eons to save for retirement. But what if you’re 5 years away? What if you’re in retirement already? That’s why consistency and stability alongside asset growth and income is a retirement requirement... but how do you achieve both of those together? Let's discuss!
 
To learn more visit havenfinancialgroup.com today!