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529 to Roth IRA Rollover Provision

Mar 6, 2025
Categories
Education Planning
Retirement Planning
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

Feb 20, 2025
Categories
About Us
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

Feb 6, 2025
Categories
Charitable Giving
Tax Planning
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

Feb 6, 2025
Categories
About Us
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

Jan 23, 2025
Categories
Financial Planning
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?

Jan 8, 2025
Categories
Saving
Retirement Planning
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

Dec 18, 2024
Categories
Retirement
Budget
Values
Financial Planning
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

Nov 27, 2024
Categories
About Us
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

Nov 26, 2024
Categories
About Us
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

Nov 26, 2024
Categories
About Us
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

Nov 14, 2024
Categories
Investing
Financial Planning
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

Nov 14, 2024
Categories
About Us
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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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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