women, retirement, retirement planning

Women & Retirement: 5 Things To Know

Everyone needs a retirement plan because after retirement, many people shift from wealth accumulation to wealth spending. When you picture ...
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Are You Eligible for Public Service Loan Forgiveness?

Are You Eligible for Public Service Loan Forgiveness?

Are you a public employee such as a teacher or hospital worker? Employed in public service, either through a government ...
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Haven Financial Planning, tax tips, taxes, women and taxes

Ready For Tax Season?

 Tax Season is approaching and being prepared is essential. Here are important information and tools to help you get ready ...
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Haven Financial Planning, tax tips, taxes, women and taxes

2021/2022 TurboTax Guide

Do you file your own taxes using TurboTax? Here is some important information for uploading documents as well as frequently ...
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Haven Financial Planning, financial planning, financial services, estate planning, retirement planning, estate planning, saving tips, finance for women

Up To Your Neck In Debt?

Are you afraid to open your bills? Do you juggle bills, paying Paul one month and Peter the next? Do ...
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Haven Financial Planning, financial planning, financial services, estate planning, retirement planning, estate planning, saving tips, finance for women

Monte Carlo Simulation

Because the future is both uncertain and unknowable, investment planning frequently involves efforts to simulate or "model" the future. Given ...
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Haven Financial Planning, financial planning, financial services, estate planning, retirement planning, estate planning, saving tips, finance for women

Bonds

When an individual borrows money to purchase a home, a type of debt called a "mortgage" is created. A single ...
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Haven Financial Planning, financial planning, financial services, estate planning, retirement planning, estate planning, saving tips, finance for women

Personal Tax History

Top federal income tax rate graph ...
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Haven Financial Planning, financial planning, financial services, estate planning, retirement planning, estate planning, saving tips, finance for women

Basic Investment Tools

Individuals with investable funds often have a desire to put those "extra" dollars to work to meet a specific purpose ...
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Haven Financial Planning, financial planning, financial services, estate planning, retirement planning, estate planning, saving tips, finance for women

Modern Portfolio Theory

Everyone with money to invest faces a primary question: what do I invest the funds in? In answering this question, ...
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Annuity - LTC Combo Contracts

Annuity – LTC Combo Contracts

Providing for health care is a key part of retirement planning. For most Americans age 65 and over, the federal ...
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LTC and Partnership

LTC and Partnership

Private insurance is one of a number of ways that individuals who require long-term care (LTC) are able to pay ...
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