SEC's Decision Hinders the Transformation of Financial Advice
I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes...
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My Work Was My Identity. Now What?
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long...
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Financially Sandwiched Generation
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of...
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Celebrating Mother's Day
Bits of Wisdom from Mom – Adam Werner I know a lot of us have those little bits of wisdom that get passed down from...
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Free Investment Advice Just For You (In 400 Words)
Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and...
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Reflections On Haas Financial Groups' 6th Birthday
It’s hard for me to believe that Haas Financial Group is turning six years old today. Birthdays have a way of forcing...
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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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