Safe Haven $olutions

Leftover 529? Here’s What You Can Do

“What should I do with leftover 529 college savings?” It’s a common question for families who’ve set aside more than needed for education. The good news? You have several options to make the most of those funds—without letting them go to waste or facing unnecessary penalties. Let's discuss! 
 
To learn more visit havenfinancialgroup.com today!

Retirement Accounts and Your Taxes

Taxes could be one of the largest expenses you have in retirement. So, do you have a plan if taxes rise? Is your retirement strategy secure? This is such an important topic for retirees today—and being unprepared could cost you more than you think— lets discuss!
 
To learn more visit havenfinancialgroup.com today!

Estate Planning—A Family Conversation

Estate and wealth transfer can be a difficult conversation for many reasons. It not only involves discussing a loved one’s passing, but also talking about how assets and money will be split up between family members. Let’s discuss some key tools and strategies to help you start the conversation.
 
To learn more visit havenfinancialgroup.com today! 

Understanding Retirement Savings at Age 50

Hitting your 50s? Retirement is probably on your mind, but how does your 401(k) stack up? Are you on track, or falling behind? Let’s break down where you should be, how your peers are saving, and what you can do now to maximize your retirement future! 
 
To learn more visit havenfinancialgroup.com today! 

At What Age Should You Retire?

“When should you officially retire?” That’s one of the first questions you might ask when you start thinking about retirement…The answer often lies in when you can or should claim Social Security. Let's discuss!
 
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Changes to Social Security in 2025

Social Security is one of the most important pillars of retirement income, yet many retirees are unaware of the key changes that impact their benefits each year. Let’s explore the upcoming changes to Social Security in 2025 and what they mean for your retirement decisions!
 
To learn more visit havenfinancialgroup.com today! 

The Social Security COLA and Your Retirement

You may or may not be happy about lower inflation levels and general price stability, but if you were counting on another large increase to your Social Security check in 2025, you might have to change your plans… let's discuss!
 
To learn more, visit havenfinancialgroup.com today! 

Lower Inflation and Social Security in 2025

When it comes to retirement planning, we always like to be a step ahead and plan for adverse effects while still rooting for smooth sailing. So, while we’re certainly glad that prices are stabilizing for retirees, join us as we jump into how Social Security could change due to lower inflation.
 
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Revisiting How Social Security is Taxed

Social Security may seem like a solid safety net for your retirement income needs. While it’s designed to be a crucial support system, it comes with some key strategic decisions to make the most of it… especially because it may be subject to an income tax!
 
To learn more visit havenfinancialgroup.com!

Understanding the Costs and Benefits of Fixed Income

Fixed income is a go-to concept when it comes to covering retirement costs and replacing your paycheck. However, it’s important to know the pros and cons before deciding on a fixed-income strategy. Let's discuss! 
 
To learn more visit havenfinancialgroup.com!