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Haven Financial Group is a financial services firm in Oregon, with it’s main office in Salem, and affiliated branches in Bend and Medford, Oregon.
At Haven Financial Group every client is valued and respected. We partner with our clients to develop and support a financial plan, tailored to fit personal family values, community, lifestyle, dreams and goals.
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Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.


