While the stock market might have seen strength these past few months, that’s no indicator of how the economy might fair in the future. That’s why it’s critical to keep tabs on another metric that influences almost every aspect of the economy—interest rates. Let's jump in!

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A solid estate plan could be one of the greatest gifts you can give to your heirs and beneficiaries. Most people think estate planning is only for multi-millionaires, but truthfully, it’s for everyone. On this episode of the Safe Haven $olutions podcast, we dive into the key items on an estate planning checklist.

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Taxes could be one of your largest expenses in retirement. In this episode, we dissect important actions to help you optimize the efficiency of your retirement strategy and identify key items that should be on your end-of-year tax planning checklist.

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You may be counting on your retirement accounts to hit your savings goals, as well as provide you the income you need to sustain your retirement. That’s why it’s so important to make sure you optimize your contributions and understand the role they can play in your strategy.

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When checking up on your retirement strategy, you might be overwhelmed with news, options, terminology, and due dates… So, to help get you started, in this episode we discuss the main aspects of your retirement plan to check up on before the end of the year.

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When it comes to checking up on your finances, hopefully, you’ve found that your strategies already account for inflation risks. In this episode, we look to understand the misconceptions associated with inflation mitigation strategies, and learn more about the costs of adjusting your overall financial strategies.

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Whether inflation is at 1% or 10%, it’s important to have a long-term strategy for how to address it. Over time, inflation can diminish how far your hard-earned savings really go. So, what options do you have, and what are a few strategies to fight inflation? Tune in!

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The chairman of the Federal Reserve, recently issued statements on the state of inflation and what he sees is the road to economic stability. While a recession would have to occur to bring prices back down to where they were, there’s still hope to balance the economy, and the answer just might lie in incentivizing wage increases.

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