For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult
Bits of Wisdom from Mom – Adam Werner
I know a lot of us have those little bits of wisdom that get passed down from generation to generation. Here are some
Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay
It’s hard for me to believe that Haas Financial Group is turning six years old today. Birthdays have a way of forcing reflection, don’t they? “Where did the
If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate Chitsey by now. Her story has gone a bit
I sat with a client last week, recently retired, who said she had thought about going to Italy on a big vacation but wasn’t sure she could afford it so early in
I’ve got baseball on the brain. ‘Tis the season for warmer weather with a cool breeze, cleaning out the garage, planting my garden and...baseball. I’ve also
The title of my article this week could be misleading. Adam and I had a meeting a few weeks ago and the topic of “growing up” was discussed. Talking about
At the Haas Financial Group, one of our 6 Core Values is Education. This includes both educating our clients on their potential options and strategies prior to
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 really got to know Pat after her husband
Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based
I have a business mentor named John Napolitano who frequently talks about “donating [something] to science.” It’s his way of saying that some things just need
