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Cleaning Out Your Financial Garage

Apr 25, 2017
Categories
Financial Planning & Wellness
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that...
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5 Ideas For Gifting Non-Retirement Assets

Apr 19, 2017
Categories
Charitable Giving
Estate and Legacy Planning
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether...
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6 Considerations for Pension Election

Apr 11, 2017
Categories
Financial Planning & Wellness
Retirement Planning
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of...
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4 Things to Know About a Qualified Charitable Distribution (QCD)

Apr 5, 2017
Categories
Charitable Giving
Retirement Planning
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your...
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ABC's of Financial Planning

Mar 28, 2017
Categories
Financial Planning & Wellness
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as...
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5 Common Planning Mistakes You Can Easily Fix

Mar 23, 2017
Categories
Financial Planning & Wellness
Investing
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing...
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6 Key Risks to Retirement (Part II)

Mar 9, 2017
Categories
Retirement Planning
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have...
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6 Key Risks to Retirement (Part 1)

Mar 3, 2017
Categories
Investing
Retirement Planning
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think...
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Your Job Transition Financial Checklist

Feb 23, 2017
Categories
Financial Planning & Wellness
Retirement Planning
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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3 Reasons to Wait to File Your Income Tax Return

Feb 17, 2017
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You...
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Five Financial Ways to Say, "I Love You"

Feb 9, 2017
Categories
Family & Money
Financial Planning & Wellness
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is...
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6 Ways to Safeguard Personally Identifiable Information (PII)

Feb 3, 2017
Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How...
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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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