If you're a member of Gen X, the retirement planning process might be creeping up on you. You might have questions about your investment plan, your wealth goals, income strategies, and more. But without understanding your expected budget and costs, it will be hard to pin down a realistic strategy that works for you. And one of the most important costs to cover—especially now—is healthcare.

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

You may have heard about pensions and their qualities of steady income generation, much like Social Security. You may even have a pension of your own. But unfortunately, pensions are rarely offered by employers, especially private companies. So, before we put them on a pedestal, how do they really work?

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

If you’ve contributed to an IRA, 401(k), or other defined contribution account, you’re likely to invest in assets with exposure to the stock market. The stock market has many benefits, especially in terms of long-term asset growth, but it doesn’t come without its drawbacks. As a Gen Xer thinking about retirement, it’s important to understand those drawbacks.

Visit havenfinancialgroup.com for more information or to schedule a complimentary review of your financial situation today!