Haven Financial Group

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum

08/25/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years

08/11/2026

Protect and grow your wealth safely. With the Palladium® MYG MAX annuity, your rate is locked in for the entire guarantee period, offering up to 5.40% on a 3-year term. Plus, your money grows tax-deferred!

Learn more about this offer! https://havenfinancialgroup.com/contact-us/

08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode

08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of

07/31/2026

Huge news for Medicare enrollees! 📣 The new Medicare GLP-1 Bridge program is officially here.

What you need to know:
Select GLP-1 medications are covered for a flat $50/month (regardless of income!)
The $50 payment does not count toward your Medicare drug plan deductible.

Ready to find out if you qualify? Schedule a complimentary consultation with us today!

Contact Us We'd Love To Hear From You! Haven Financial Group It’s your retirement; you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting! BURNSVILLE OFFICE

07/28/2026

As of July 1st, the new Medicare GLP-1 Bridge program helps cover select weight-loss medications for just $50/month, regardless of your income level.

Note: This $50 payment does not count toward your deductible or yearly out-of-pocket limit, and these drugs are not eligible for the Medicare Prescription Payment Plan. Are you eligible for these savings?

Reach out to Haven Financial Group to schedule a complimentary appointment today!

Welcome To HAVEN FINANCIAL GROUP Get Started Your Financial Safe Haven Haven Financial Group is a fiduciary-based retirement financial planning firm with a tight-knit and well-educated team. Our total combined experience in the financial planning industry exceeds 30 years. Together we specialize in....

07/27/2026

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!

For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can

07/22/2026

As of July 1st, the new Medicare GLP-1 Bridge program helps cover select weight-loss medications for just $50/month, regardless of your income level.

Currently Covered:
Foundayo®️ (tablet)
Wegovy®️ (injection or tablet)
Zepbound®️ (KwikPen®️ only)

Note: This $50 payment does not count toward your deductible or yearly out-of-pocket limit, and these drugs are not eligible for the Medicare Prescription Payment Plan.

Are you eligible for these savings? Reach out to Haven Financial Group to schedule a complimentary appointment today!

Contact Us We'd Love To Hear From You! Haven Financial Group It’s your retirement; you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting! BURNSVILLE OFFICE