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Frequently Asked Questions
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HELPING YOU RETIRE WHEN YOU WANT, WITH THE INCOME YOU NEED.
The Hafner Financial Group can help you chart a course to your financial future. We build strong relationships and guide our clients on their journey to financial independence with expert, personalized service regardless of their level of wealth.
We offer financial services meaning we can manage your entire investment portfolio or we can provide guidance in only the areas where you need assistance. Ultimately, our goal is to help you retire when you want with the income you need.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Your credit score may influence how much you pay for auto and home insurance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Even low inflation rates can pose a threat to investment returns.
Roth IRAs are tax advantaged in a different way from traditional IRAs.