Family

Types of Mortgages

Whether you\’re interested in purchasing your first home, are a new homeowner, or have owned your \”forever\” home for a decade, there\’s a high possibility you will pay or pay a mortgage. Discover the different types of mortgages, read a brief overview, and see which mortgage type best fits your needs.

Planning for Kids Going to College

Every young adult deserves the right to attend college but the unfortunate truth is that, depending on the type of college they choose, it can become a major financial undertaking. From budgeting ahead of time to student loans to financial aid, here are some basic steps to consider for going to college.

Planning for the Recently Divorced

Being \”suddenly single\” can be an emotional and financial roller coaster. Divorce can happen at any age and means that you are in charge of your personal finances. So, it\’s important to find the right people and resources to help make decisions on financial issues you might not be familiar with.

Haven Financial Planning, health insurance, cobra coverage, financial planning

COBRA Coverage Continuation

An employer who has 20 or more full-time-equivalent employees on at least 50% of its working days during the prior year must meet the requirements of IRC Sec. 4980B, also known as COBRA. Learn about continuation coverage, notice and election requirements, and the American Rescue Plan Act of 2021.

Income Tax

Did you know there are three kinds of income? Learn more about personal service income, portfolio income, and passive income, and how they affect you come tax season.