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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A look inside the U.S. government's statistics on household net worth.
The uncertainties we face in retirement can erode our sense of confidence.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Smart investors take the time to separate emotion from fact.