Haven Financial Group

06/22/2026

You’ve built up your retirement savings, and now it’s time to use it! But have you mapped out a tax strategy for your retirement income plan yet? Check out our blog on tax-efficient ways to prepare for your summer and beyond!

For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule.

06/17/2026

You wouldn't willingly throw away $100,000, so don't let a hasty Social Security claim permanently reduce your lifetime income. For most Americans, Social Security is their largest retirement asset—yet over 90% of recipients fail to maximize it simply because they file at the wrong time. Our Maximizing Social Security workshop breaks down the confusing system to help you coordinate spousal benefits, minimize taxes, and lock in your highest possible payout, whether you're single, married, divorced, or widowed.

Make sure you get every single dollar you've earned.

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06/15/2026

Have you ever considered annuities for your retirement strategy but then heard they were too expensive or complex? Let us set the record straight in this week’s blog about annuity myths and facts. Check it out here:

When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically replaces only about 40% of pre-retirement earnings. To bridge

06/12/2026

What’s hiding in your portfolio? 🧐

You wouldn’t ignore a broken bone, so don’t ignore a fractured financial plan. Our Portfolio X-Ray looks beneath the surface to identify hidden fees, overlapping stocks, and unnecessary risks.

See what’s really going on with your money. Get your X-ray here 👉 https://havenfinancialgroup.com/xray/

06/08/2026

June is Annuity Awareness Month! Let’s take a look at how annuities work and how they might be able to play a part in your retirement income strategy:

June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National Association

06/05/2026

You wouldn't ignore a broken bone, so don't ignore a fractured financial plan. Our Portfolio X-Ray looks beneath the surface to identify hidden fees, overlapping stocks, and unnecessary risks.

With, June marking Annuity Awareness Month - there is no better time to evaluate if your current strategy is carrying too much risk and whether you have enough guaranteed income protection.

See what's really going on with your money. Get your X-ray here: https://havenfinancialgroup.com/xray/

We are a full-service financial firm committed to helping people pursue their financial goals.

06/03/2026

Is it possible to align your values with your investing? And what are the options? In celebration of World Environment Day this Friday, let’s take a look at values-based investing in this week’s blog.

You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their

05/28/2026

We are thrilled to announce that the Haven team has been awarded BusinessRate's Best Financial Advisor in Burnsville for 2026. Back-to-back wins are only possible because of the continued trust of our clients and the dedication of our incredible team.

Thank you, Burnsville, for this amazing recognition!

05/28/2026

Don’t navigate retirement planning alone—having a partner in your corner ensures you’re making the smartest moves for your specific goals.
Let’s build your roadmap together.

05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

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