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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Exchange-Traded Funds v.s. Mutual Funds

Exchange-Traded Funds v.s. Mutual Funds

Exchange traded funds and mutual funds have similarities and differences. Compare and contrast them below! ...
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Impact of Disability

Impact of Disability

While most Americans insure their lives and physical possessions such as their homes, cards, etc., many overlook the need to ...
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