Someone recently asked me how I got into personal finance. In the back of my mind I chuckled a little bit because after taking finance and accounting courses
Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes of working and retired Americans
My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting to eat us out of house and home, but we
For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for
I’ve often said that budgets never work, but the commitment to trying is better than nothing. While we are big picture, goal-oriented advisors here at the Haas
I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes on how investment professionals will be
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like
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
