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Setting A Lifetime Goal

Dec 16, 2022
Categories
About Us
I don't like New Year's resolutions; I don't think I've ever kept one - so instead I'm going to call this a goal -...
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The Beginning of Traditions

Dec 6, 2022
Categories
About Us
This is the first set of holidays that “home” is somewhere other than where my parents reside. With a new home comes the...
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Inherited IRA Distribution Rules

Nov 29, 2022
Categories
Investment Strategies
A tricky subject that comes up in our meetings is around inherited IRA distribution rules. This used to be pretty clear...
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Year-End Financial Checklist

Nov 29, 2022
Categories
Financial Planning
Investment Strategies
As we rapidly head towards the end of 2022, here’s some financial tips to consider before December 31st rolls around.
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Distinguishing Between Want and Need

Nov 16, 2022
Categories
About Us
We are determined to keep the new closet organized and clutter-free along with the rest of the house by continuing our...
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What Is A Donor Advised Fund and How Does It Work?

Nov 11, 2022
Categories
Estate and Legacy Planning
With Giving Tuesday right around the corner, we thought it would be a good time to talk about donor advised funds and...
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Projects To Decompress

Oct 31, 2022
Categories
About Us
I like projects. For as long as I can remember, I’ve enjoyed building things, figuring out how to make things work and...
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Social Security Cost of Living Adjustment (COLA) Announced for 2023

Oct 18, 2022
Categories
Retirement Planning
The Social Security Administration announced this week that benefits will get an 8.7% increase. On average, this will be...
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It's Hard To Say Goodbye

Oct 11, 2022
Categories
About Us
It’s hard to say goodbye, so until we meet again…
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Volatile Markets Can Be Scary. Hear Our Thoughts.

Oct 3, 2022
Categories
investment commentary
In the last several weeks, we have continued to face rocky times in financial markets, so we thought it was an important...
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Medicare Election: Figuring Out What's Best For You

Sep 27, 2022
Categories
Retirement Planning
Age 65 is when people become eligible for Medicare, but oftentimes it becomes a confusing process trying to figure out...
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Introducing Our Newest Team Member, Mike Hendrickson

Sep 27, 2022
Categories
About Us
We are extremely excited to announce the newest member of the Haas Financial Group team, Mike Hendrickson!
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Office

172 West Main Street,
Kutztown, PA 19530

Contact Info

484-648-4040
  info@haasfinancialgroup.com
8:30am to 5:00pm EST

       

 

Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

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