As you plan for retirement, the last thing you want is market volatility putting your goals at risk. Traditional investment strategies can leave you exposed, but there are smarter ways to protect what you’ve built. With the right mix of income tools, protection strategies, and smart allocation, you can stay on track—no matter what the market does. Let’s discuss!

To learn more visit havenfinancialgroup.com today!

You’ve probably heard the word “tariff” tossed around in the news lately—but what does it actually mean for your investments? On this episode, we discuss how tariffs work, why they’re rattling investors, and what you can do right now to help protect your financial future.

To learn more visit havenfinancialgroup.com today!

As market headlines grow more alarming, planning for retirement stability is more important than ever. Investors tend to focus on growth, but what about protecting what you’ve already built? Today, we’re breaking down what’s driving the volatility, what it means for the economy, and what smart investors should be thinking about.

To learn more visit havenfinancialgroup.com today!

Generational wealth doesn’t just happen, and all too often, wealth is lost through a lack of strategic planning. Family financial planning isn’t just about today—it’s about safeguarding for decades to come. From tax strategies to family education, there are steps you can take now to protect what you’ve built. Let’s explore how planning as a family can preserve wealth for generations!

To learn more visit havenfinancialgroup.com today!

As you plan for your child’s education, the last thing you want is unexpected tax penalties eating into your savings. Traditional options like 529 plans can come with restrictions, but there’s a more versatile strategy worth exploring. With the power of Universal Life or Indexed Universal Life Insurance, you can fund college and keep your financial freedom intact.

To learn more visit havenfinancialgroup.com today!

You’ve probably heard of 529 plans as a way to save for college—but they’re more flexible than most people realize. From K-12 education expenses to tax-free growth and even student loan payments, 529s can do more than just cover tuition. Let's discuss how to make the most of a 529.

To learn more visit havenfinancialgroup.com today!

As college costs skyrocket, planning ahead is more important than ever. Many parents focus on saving—but what about understanding the true value of a degree in today’s economy? The price of college has surged compared to what Gen X and Baby Boomers paid, yet it remains a gateway to higher earnings and better career opportunities. Today, we break down the real cost, the value, and what families need to know.

To learn more visit havenfinancialgroup.com today!

Gen X faces a unique retirement landscape that other generations simply haven’t encountered. In this episode, we uncover the unique factors you should watch for when planning for retirement.

To learn more visit havenfinancialgroup.com today!

As a member of Gen X, the retirement planning process might be creeping up on you. You might have questions about your investment plan, your wealth goals, income strategies, and more. But one of the most important costs to cover—especially for you now—is healthcare.

To learn more visit havenfinancialgroup.com today!

You've probably heard about pensions. You may even have one of your own that you've contributed to throughout your working years. But unfortunately, pensions have been rarely offered by employers for quite some time. But how do they really work? And if you don’t have one, how can you emulate the steady income stream it provides?

To learn more visit havenfinancialgroup.com today!