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PERS Retirement Consultants Personalized Investment Design Financial Prosperity

We Listen. We Create. We Support.

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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Plan for the retirement
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Turn your vision
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Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here's a crash course on saving for college.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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