7 Considerations When Managing a Financial Windfall
Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the...
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Don’t be part of the 92%. Invest in Yourself in 2020!!!
The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties...
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The Impact of Paying it Forward
My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community...
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'Tis The Season To Be Thankful
I did the Children’s Sermon at church on Sunday and my question for the kids was “what does it means to give thanks?” As...
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Financial Planning Is Less Math and More Like A Rorschach Test
Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this...
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The Problem and Fixes for Forced Co-Ownership Through Inheritance
Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever...
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Trust is Earned, Not Given
We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners...
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Finding The Right Fit
I recently attended a career fair at Kutztown University on behalf of Haas Financial Group. The event was hosted by KU’s...
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Paxton’s Pawprints On Our Hearts
Growing up, we always had a family dog. I don’t remember life with my parents first lab, Ebony, but I still have vivid...
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3 Things to Know During Life Insurance Awareness Month
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial...
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Are You Willing to Accept the Certainty of Uncertainty?
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out...
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5 Considerations When Loaning Money to Others
Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently...
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