Blog
Who Makes Medical Decisions When I Cannot?
Today\’s advanced medical technology allows physicians to keep a person \”alive\” in situations that formerly…
Stock Market Indexes and Averages
News reports about the stock market that you see or hear everyday on television, on…
Index Funds
An index fund is a type of mutual fun, exchange-traded fund, or unit investment trust…
Medical Saving Accounts
In the late 90s/early 2000s did you open a Medical Savings Account (MSA)? This savings…
The Need for Health Insurance
Most of us would agree that good health is an extremely valuable attribute. Even the…
Planning for the \”Sandwich\” Generation
Even under the best of circumstances, planning your financial life can be complicated. Pursuing a…
Stocks
The terms \”stock\” and \”share of stock\” refer to ownership of a business corporation. When…
The American Taxpayer Relief Act of 2012
The American Taxpayer Relief Act of 2012 (ATRA 2012), signed into law by the President…
Tax on Net Investment Income
A 3.8% tax on \”Net Investment Income\” applies to certain individual taxpayers, estates, and trusts….
Paying for Long-Term Care
Long-term care (LTC) is the term used to describe a variety of services in the…
The Individual Need for Disability Insurance
According to one study, 30% of all Americans between the ages of 35 and 65…
Cash Management Tools
There is a wide range of accounts available to a consumer to control his or…
Recent Articles
- Why Do a Financial Plan — and Why a Second Opinion Matters
- Estate Planning and the Crucial Conversations: What the Next Generation Needs to Know
- The Importance of Life Insurance
Our Services
Customized Financial Planning
Estate/Legacy Planning
Business Planning
Business Coaching
Retirement Strategies
Investment Management
Insurance Solutions
Contact Us
At Haven Financial Planning we will craft a financial plan to fit your specific person and financial needs and goals.



