Lessons From Ruby: Raising Charitable (Grand)kids
If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate...
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Everyday Examples For Why You Should Have A Financial Plan
I sat with a client last week, recently retired, who said she had thought about going to Italy on a big vacation but...
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Don't Let Social Security Strike You Out
I’ve got baseball on the brain. ‘Tis the season for warmer weather with a cool breeze, cleaning out the garage, planting...
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When Is the Right Time to "Grow Up"?
The title of my article this week could be misleading. Adam and I had a meeting a few weeks ago and the topic of...
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How Hard Can It Be? - by Adam Werner
At the Haas Financial Group, one of our 6 Core Values is Education. This includes both educating our clients on their...
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Lessons from Losing Pat
I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but...
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It's Time to Find Out If Your Advisor Is a Fiduciary
Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in...
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Until We Meat Again
I have a business mentor named John Napolitano who frequently talks about “donating [something] to science.” It’s his...
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When I’m 64 – Is Age Driving Your Retirement Plan?
Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many...
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Finding a Great Place to Retire
Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one...
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We're Going on a Bear Hunt
My kids love to read and sing songs. One of our favorites is “We’re Going On a Bear Hunt,” a 1989 children’s picture...
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The Solo Journey After the Loss of a Spouse
The aftermath of a loved one’s death is an extremely difficult period. The grief journey takes time. In my short 12-year...
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