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Blog

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A Labor Day Full Of Labor

Aug 30, 2018
Categories
Family & Money
Labor Day weekend in the Werner house is usually centered on the same couple of activities: relaxing with our families...
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Haas Beach Week Vacation - Changing Perspectives

Aug 23, 2018
Categories
Family & Money
Last week was the unofficial end of summer for my family. We save our beach vacation for the middle of August, which...
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Property & Casualty (P&C) Liability Insurance Policy

Aug 15, 2018
[youtube https://www.youtube.com/watch?v=LkUU8XdKgIE] Introduction: Love it or hate it, most people recognize that we...
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Health Savings Account (HSA)

Aug 8, 2018
[youtube https://www.youtube.com/watch?v=8FxR_eK1lAU] Introduction: One of the primary concerns for pre-retirees are the...
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5 Underutilized Insurance Strategies

Aug 1, 2018
[youtube https://www.youtube.com/watch?v=QV2tLeL14Vg] I’m not sure that anyone has ever referred to me as an insurance...
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Insurance Editorial Calendar

Jul 25, 2018
Tracking #1-752012
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Lessons from Savannah: Simplicity is Beautiful.

Jul 18, 2018
Categories
Family & Money
Desiree and I just got back from spending four days in Savannah, GA. What a beautiful city full of history, gorgeous...
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What You Need to Know About Pension Election

Jun 20, 2018
Categories
Retirement Planning
[youtube https://www.youtube.com/watch?v=15NhTK0eOKs] Lots of baby boomers are hitting retirement age. And with...
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Happy Father's Day!

Jun 13, 2018
Categories
Family & Money
I remember Father’s Day 2017 like it was yesterday, evidence of how time flies! Lucas had just been born on 5/5/17. He’s...
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Investment Concept of Four Tax Buckets In PA | HAAS Financial Group

Concept of Four Tax Buckets

Jun 12, 2018
Categories
Estate and Legacy Planning
Financial Planning & Wellness
Retirement Planning
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings...
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Wealth Transfer Planning: A Case Study for a Blended Family

Jun 12, 2018
Categories
Estate and Legacy Planning
Blended families are not uncommon these days. But this complicates estate and wealth transfer planning because there are...
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Zero Tax Plan - Concept of 9 Circles

Jun 12, 2018
Categories
Estate and Legacy Planning
Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution plan...
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Kutztown, PA 19530

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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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