Haven Financial Group

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/

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!

Our Blog Welcome, Stay Awhile. Helping You Better Understand Your Financial Needs & Investment Strategies Our Radio Show Useful Guides Retirement Calculators

05/21/2026

We all know college is a huge investment in what’s next. But the secret to avoiding the "tuition headache" is simple: start the conversation today.

By getting a handle on the budget now, you’re setting up a much smoother financial path for the next four years—and everything that comes after.

05/20/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

05/14/2026

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

05/14/2026

Real estate is a great wealth-builder, but it has to fit into a balanced financial picture. Want to see how your home equity fits into your retirement? Let’s make sure your "house wealth" and "cash wealth" are working together.