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It's Time to Find Out If Your Advisor Is a Fiduciary

Jan 31, 2019
Categories
Financial Planning & Wellness
Investing
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

Jan 31, 2019
Categories
Family & Money
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?

Jan 24, 2019
Categories
Retirement Planning
Financial Planning & Wellness
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

Jan 18, 2019
Categories
Retirement Planning
Family & Money
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

Jan 2, 2019
Categories
Retirement Planning
Investing
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

Dec 5, 2018
Categories
Family & Money
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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Starting the Planning Process Over Again: Marriage and Divorce

Nov 27, 2018
Categories
Retirement Planning
Financial Planning & Wellness
The marriage and divorce statistics make money issues between partners more complicated today than they have ever been...
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R.I.P. Tia

Nov 27, 2018
Categories
Family & Money
My parents had to make the very difficult decision to put the family dog to rest last week, a week that should be...
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Another Racing Season in the Rearview

Nov 19, 2018
By Adam Werner, Wealth Manager Assistant As many of you may know, I am a competitive drag racer at Maple Grove Raceway...
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A Financial Planning Checklist For A Change in Jobs

Nov 14, 2018
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
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Your Retirement "Transition" Plan in 5 Steps

Nov 7, 2018
Categories
Retirement Planning
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t...
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Always Remember Where You Came From

Oct 31, 2018
By Anna Behm, Executive Assistant It sounds silly coming from me, since I grew up here in Kutztown, I went to Kutztown...
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

 

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