You may have heard about pensions and their qualities of steady income generation, much like Social Security. But unfortunately, pensions have been rarely offered by employers for quite some time. So, before we put them on a pedestal, how do they really work? And if you don’t have one, can you effectively emulate the steady income stream that they provide? Let's dive in!

Connect with Haven Financial Group on all platforms! 

When thinking of retirement, the first questions you might have may be about your investment plan, your wealth goals, or income strategies. But without understanding your expected budget and costs, it will be hard to pin down a realistic strategy that works for you. PLUS, one of the most important costs to cover is healthcare. Let's discuss!

Connect with Haven Financial Group on all platforms! 

A major component to your income question is how accurate you predict your costs to be, and what tools and strategies you can use to reduce them. If you can reduce your costs, you can relieve some of the pressure from your income source to carry you through retirement. Let's discuss!

Connect with Haven Financial Group on all platforms! 

Stable income just might be the most important aspect of your retirement. Does your income stream adjust for inflation? Is it exposed to too much risk? Will it cover your lifestyle? Do you have enough to cover an emergency expense? These are common concerns on many retiree's minds. So, let’s provide some answers.

Connect with Haven Financial Group on all platforms! 

You might think celebrating birthdays is a thing of the past as you get older. But there are ages in retirement that mark the moments you are eligible for certain retirement tools, programs and deadlines. If strategized properly, these tools can help you thrive through retirement. Let's dive in!

Connect with Haven Financial Group on all platforms! 

Preparing for the retirement is an entire project on its own. It requires a deep look into your finances as well as the tools available for your retirement. You can then use that information to project what you’ll need and search for tools that provide you with financial stability. Let's discuss! 

Connect with Haven Financial Group on all platforms! 

We often discuss the benefits of annuities, which can help with income, savings protections, and so much more. However, we’d be leaving out a key piece of the puzzle if we didn’t also cover ways you can manage your costs or spread them out over time to fit within a fixed-income strategy. Let's explore!

Connect with Haven Financial Group on all platforms! 

We often discuss why your retirement strategy isn’t just about making a lot of money and hoping for market gains. Your retirement requires a consistent budget, consistent income, longevity, and ways to reduce the financial effects of a life-changing event. So, let's talk about some strategies that people like you are using now to achieve exactly the retirement we’re talking about!

Connect with Haven Financial Group on all platforms! 

If you don’t want to be concerned with guessing what market movements will do in order to generate consistent income, then you shouldn’t be. And the truth is, you don’t have to... Let's dive in!

Connect with Haven Financial Group on all platforms! 

Everyone seems to have an opinion about the financial world: Should interest rates be lower or stay the same? Are we headed for a recession? Should we address the debt? What effect will tariffs have? The list goes on. So let's discuss why your retirement finances don’t actually have to be bothered with any of that, and better understand what exactly is going on.

Connect with Haven Financial Group on all platforms!