10 Days of Dads-Giving
It’ll be a week of new experiences for the Haas Family. We learned last Spring that Cayden’s offseason soccer team...
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What To Do With Thanksgiving Leftovers
My mother-in-law, Michelle, is a chef.She runs a cafe in Lebanon, and she really excels at what she does in part because...
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Thanksgiving Anticipation
While Halloween is a big holiday in my house, Thanksgiving kicks off the official countdown towards Christmas and New...
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iBond Rates Came Back Down to Earth
Recently the U.S. Treasury Department issued an update to the Series I Bond rates for the next six months. The Treasury...
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Comedy & Concerts: Adam's Fall Entertainment Extravaganza
I'll apologize in advance for what will likely turn into a long blog post. This is essentially my own personal "travel...
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Giving Tuesday: The Different Ways to Give
Charitable giving is an important part of my financial plan and based on my anecdotal experience as a financial planner...
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Abby Goes to the CFP Conference
I recently had the opportunity to attend the CFP Board's first ever Connections Conference, and I cannot wait to share...
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Tara's Upcoming Concert
I've been singing for as long as I can remember, whether being at the dinner table annoying my family or in a concert at...
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Social Security Cost of Living Adjustment (COLA) Announced for 2025
After three years of above-average COLA adjustments to Social Security, it is no surprise that we are moving back...
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Professor Haas
Ever get super nervous about having to do something, only to find out it gave you a huge rush of energy and joy?! Read...
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How AI & Tech Stock Gains Could Lead to a Surprise Tax Bill
Over the past year, artificial intelligence (AI) and technology stocks have experienced remarkable growth. While these...
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Meet our New Client Relations and Operations Associate: Tara Gibson
Learn about the Client Relations and Operations Associate position and our newest team member Tara Gibson
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