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Why Businesses Should Work with a CFP for Financial Planning and Strategic Growth

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For business owners, managing finances effectively is crucial to long-term success. While bookkeeping is an essential task, it’s only one piece of the financial puzzle. To truly optimize business finances, strategic planning, cash flow management, and tax efficiency must also be considered. This is where a Certified Financial Planner (CFP®) can add significant value. At …

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Why Estate Planning Can’t Wait: A Guide to Getting Your Documents in Order

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When it comes to planning for the future, one topic often overlooked is estate planning. Many people think it’s something to consider later in life or only for the wealthy. However, the reality is that estate planning is essential for everyone, regardless of age or financial situation. At Haven Financial Planning, we understand how daunting …

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Maximizing IRA Contributions: A Smart Approach with Haven Financial Planning

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Planning for retirement requires a strategic approach to savings and taxes. Individual Retirement Accounts (IRAs) are a powerful tool for building long-term wealth while offering tax advantages. At Haven Financial Planning, we specialize in helping individuals maximize their IRA contributions and develop financial strategies that align with their retirement goals. Understanding IRA Contributions and Tax …

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Preparing for Your Child’s Future: Understanding 529 Plans with Haven Financial Planning

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Planning for your child’s future is one of the most significant investments you can make. Whether it’s providing for their education, supporting their dreams, or ensuring financial stability, a proactive approach can set the foundation for long-term success. At Haven Financial Planning, we understand the importance of planning for your family’s future, and one tool …

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The Psychology of Spending: Understanding Your Habits and Creating a Plan with a CFP®

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In the modern world, where swiping a card or clicking “add to cart” is as easy as a tap of a finger, managing spending can often feel like an uphill battle. Our spending habits aren’t just about numbers—they’re deeply rooted in psychology, emotions, and even our upbringing. Understanding the psychology of spending is the first …

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Changes Coming to IRAs and 401(k)s in 2025: What You Need to Know

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As we approach 2025, significant updates to retirement accounts, including IRAs and 401(k)s, are set to take effect. Understanding these changes is crucial for optimizing your retirement strategy. At Haven Financial Planning, we’re here to guide you through these updates and help you make informed decisions for your financial future. Key Changes to IRAs and …

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Certified Financial Planner vs. Financial Advisor: Understanding the Difference and Choosing the Right One for You

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When it comes to managing your financial future, choosing the right professional is an important decision. You may have heard the terms “financial advisor” and “Certified Financial Planner” (CFP), but what exactly do they mean? Understanding the distinctions between these roles can help you make an informed choice. At Haven Financial Planning, we believe it’s …

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