Safe Haven $olutions

Know the Tools: Trusts and Wills

Your legacy is more than just numbers—it’s the impact you leave behind. Without a clear plan, your assets could face unnecessary taxes, or end up in the wrong hands. Trusts and wills are the keys to protecting what matters most, ensuring your wealth, values, and vision are passed on seamlessly. On this episode, we uncover the essential strategies behind trusts and wills to help you take control of your legacy today.
 
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Retirement Myths Debunked

Think you’ve got your retirement plan all figured out? Some of the most common “truths” about retirement are actually myths that could cost you big time. Let’s set the record straight and help you take control of your financial future!
 
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The Value of Predictable Income

Planning for a secure and predictable retirement is essential for peace of mind. Predictable income provides stability, reduces financial stress, and ensures retirees can confidently enjoy their golden years. In this episode, we dive into the value of predictable income, the costs of unpredictability, and the tools available to build financial security in retirement.
To learn more visit havenfinancialgroup.com!

Understanding Your Savings Targets

Imagine reaching retirement only to find your savings fall short— causing financial stress during what should be your golden years. Without a clear savings goal and timeline, this could become reality. A well-crafted plan can help you avoid costly mistakes, safeguard your future, and enjoy the lifestyle you’ve worked hard to achieve. Let’s discuss!
 
Learn more at havenfinancialgroup.com!

Monthly Inflation Report and Your Retirement

Planning for inflation in retirement is critical for financial security, and understanding its impact can help you stay ahead. From the erosion of purchasing power to creating stable income streams, there’s a lot to unpack. ON this episode, we explore the essentials to help you build a retirement plan that withstands the test of time and protects your financial future.
 
Learn more at havenfinancialgroup.com!

The Unexpected Relationship Between Health and Happiness in Retirement

Healthcare planning isn’t just about physical health and the financial costs… there are actually unexpected ways your health influences happiness in retirement. There’s an intricate relationship here between health, wealth, and overall satisfaction during retirement...so let's discuss!
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Portfolio Rebalancing Best Practices

As the new year begins, you might be considering rebalancing your portfolio of investments or financial tools. However, there are key factors to be aware of when it comes to the action of actually executing a portfolio rebalancing. On today's episode, we discuss!
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Trump Nominates Billy Long to Lead IRS: What it Could Mean for You

President-elect Donald Trump has nominated former Missouri Congressman Billy Long as the new Commissioner of the Internal Revenue Service (IRS). This nomination has sparked discussions about potential shifts in tax policy and IRS operations. So, on today's episode, Larry and Kim discuss who Billy Long is, what he stands for, and how it could impact your financial situation.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Preparing for Changing Interest Rates

While the stock market might have seen strength these past few months, that’s no indicator of how the economy might fair in the future. That’s why it’s critical to keep tabs on another metric that influences almost every aspect of the economy—interest rates. Let's jump in!
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!

Don’t Forget Your Estate Planning Checklist

A solid estate plan could be one of the greatest gifts you can give to your heirs and beneficiaries. Most people think estate planning is only for multi-millionaires, but truthfully, it’s for everyone. On this episode of the Safe Haven $olutions podcast, we dive into the key items on an estate planning checklist.
 
Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary  review of your financial situation today!