The Year of Saving - Curveballs Already?!
When Amy and I dubbed 2025 our “Year of Saving,” we didn’t expect the universe to test us quite so soon. Two months in...
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529 to Roth IRA Rollover Provision
Moving funds from a 529 plan to a Roth IRA for the beneficiary is now possible thanks to a provision in the SECURE Act 2...
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Embracing Adversity: Grit Leads to Extraordinary Success
Wow. Just WOW. As an Eagles fan, I’m still buzzing from the Super Bowl victory. It feels surreal, doesn’t it? Years of...
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2025 Gifting Updates
The IRS has announced an inflation adjusted increase in the gift tax limits for 2025! Despite the minimal change, we...
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The Year of Saving
In an effort to practice what we preach, Amy and I sat down for our annual planning meeting in early January. I wouldn’t...
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I Have a (Plan) Dream
There are several books that have made a lasting impact on my life. One of them is “Start With Why” by Simon Sinek...
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What Are the New Contribution Limits For 2025 & How Does That Impact Taxes?
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of...
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The Importance of Self-Reflection on 2024 Spending
As the year ends, it’s a natural check point to reflect back on this past year. Whatever you set out to do or accomplish...
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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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