Blog Archives | Haven Wealth Group

Your First IRA

Are you paying your future you enough? They always say “Save as often as you can!” and “The earlier the better”. If your company does not offer a retirement savings plan, here is an ideal option to keep the ...

July 11, 2019

Leaving the Nest

Ah, that sense of freedom when you get your own place. Renting can be a long process but if you have a checklist, it will make things go smoother. Here is a list of questions to ask yourself before signing a lease ...

June 28, 2019

Understanding my Credit Score

I cannot truly remember the last time I used cash to pay at the grocery store. Can you?

June 11, 2019

School’s Out For Summer

Summer has officially arrived. Suitcases are packed and the vacations have been planned. One of the most popular destinations for summer is Disney. But, did you know that the average cost of a weeklong Disney trip dur...

June 3, 2019

Unexpected Changes

The last thing you want to admit to your friends and family is that your marriage is ending. The emotional pieces are hard enough to navigate through, but people tend to forget about the financial complexities of divo...

May 29, 2019

For Richer or Poorer

Our church required my husband and I to attend a weekend Marriage Prep prior to our wedding. We did not know what to expect. Our counselor explained that it would touch bases on all aspects of marriage. We checked ...

April 30, 2019

Move over Starbucks, Amazon is the new Latte Expense

“Latte Expenses” are often discussed in personal finance as an easy way to meet your budgeting goals. By identifying and cutting small every day expenses, real savings can add up over time. For example, a $4 per w...

April 3, 2019

Spring Clean Your Finances

Adjust your priorities, you come first Many fall into the trap of looking at income less expenses, then adjusting what will be put into savings. By re-framing this to Income – Savings = Expenses, yo...

March 29, 2019

How to pick an Investment Advisor – Series 2: Top Questions to Ask a Financial Advisor

Being aware of the different types of financial advisors is important, but what questions should you be asking...

March 20, 2019

How to pick an Investment Advisor – Series 1: Types of Investment Advisors

Does managing your investment portfolio make you nervous? If so, you’re not alone. For many, finding a professional that fits your needs seems like a daunting task. How do you decide who is right for you? As you’re...

March 6, 2019

Frequently Asked Questions About 401(K)’s

How much should I contribute to my 401(K)?
Should I be making savings contributions outside of my 401(K)?
Should I use my 401(K) to save for big purchases such as college or a first...
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March 1, 2019

In the habit of carrying a credit card balance?

While sorting through mail recently I found a notice from one of my credit cards. The notice was to inform me that the interest on my credit card would be increasing from 9.24% to 14.99%, or 5.75% for future charges....

February 26, 2019

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About Haven Wealth Group

Haven Wealth Group, LLC. is a privately owned Registered Investment Advisory firm in Houston, Texas, that provides comprehensive financial planning and investment management services. We invest in all asset classes, including equities, fixed-income, real estate and alternative investments.

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Haven Wealth Group, LLC

1111 North Loop West, Suite 1110
Houston, Texas 77008 (713) 980.8820 haven@havenwg.com